Juncture Wealth Strategies’s Regions Financial RF Stock Holding History

Juncture Wealth Strategies’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$366K	Sell	12,132 -1,776	-13%	-$49.9K	0.1%	134
2026 Q1	$363K	Buy	13,908 +800	+6%	+$22.3K	0.12%	91
2025 Q4	$355K	Buy	13,108 +3,675	+39%	+$93.9K	0.12%	91
2025 Q3	$249K	Buy	+9,433	New	+$245K	0.08%	118
2023 Q1	–	Sell	-13,141	Closed	-$283K	–	117
2022 Q4	$283K	Buy	13,141 +1,700	+15%	+$36.9K	0.13%	93
2022 Q3	$230K	Buy	+11,441	New	+$242K	0.11%	96

Other funds holding RF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Juncture Wealth Strategies's RF Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Regions Financial (RF) stake by 13% in Q2 2026, selling an estimated $49.9K and leaving 12,132 shares worth $366K. The position accounts for 0.1% of the portfolio, ranked #134.

Juncture Wealth Strategies first reported a position in RF in Q3 2022 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Juncture Wealth Strategies held 12,132 shares of Regions Financial worth $366K as of Q2 2026.
Juncture Wealth Strategies sold 1,776 Regions Financial shares in Q2 2026, an estimated $49.9K.
Regions Financial made up 0.1% of Juncture Wealth Strategies's portfolio in Q2 2026, its #134 holding.
Juncture Wealth Strategies first reported a position in Regions Financial in Q3 2022 and has held it in 6 quarters since.
172 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.