Kestra Advisory Services’s Regions Financial RF Stock Holding History

Kestra Advisory Services’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	$2.28M	Sell	75,387 -4,016	-5%	-$113K	0.01%	1259
2026 Q1	$2.07M	Buy	79,403 +10,516	+15%	+$294K	0.01%	1277
2025 Q4	$1.87M	Buy	68,887 +3,873	+6%	+$98.9K	0.01%	1254
2025 Q3	$1.71M	Buy	65,014 +1,050	+2%	+$27.3K	0.01%	1244
2025 Q2	$1.5M	Buy	63,964 +7,099	+12%	+$150K	0.01%	1243
2025 Q1	$1.24M	Sell	56,865 -6,215	-10%	-$145K	0.01%	1264
2024 Q4	$1.48M	Buy	63,080 +6,960	+12%	+$172K	0.01%	1169
2024 Q3	$1.31M	Sell	56,120 -847	-1%	-$18.5K	0.01%	1171
2024 Q2	$1.14M	Sell	56,967 -5,460	-9%	-$106K	0.01%	1242
2024 Q1	$1.31M	Buy	62,427 +19,090	+44%	+$361K	0.01%	1079
2023 Q4	$840K	Sell	43,337 -14,732	-25%	-$244K	0.01%	1218
2023 Q3	$999K	Sell	58,069 -22,994	-28%	-$436K	0.01%	997
2023 Q2	$1.44M	Sell	81,063 -9,949	-11%	-$176K	0.01%	821
2023 Q1	$1.69M	Sell	91,012 -23,037	-20%	-$502K	0.02%	716
2022 Q4	$2.46M	Buy	114,049 +18,203	+19%	+$395K	0.02%	659
2022 Q3	$1.92M	Buy	95,846 +7,456	+8%	+$157K	0.02%	679
2022 Q2	$1.66M	Buy	88,390 +12,446	+16%	+$257K	0.02%	743
2022 Q1	$1.69M	Sell	75,944 -4,049	-5%	-$95.3K	0.02%	734
2021 Q4	$1.74M	Buy	79,993 +34,339	+75%	+$785K	0.02%	743
2021 Q3	$973K	Buy	45,654 +3,346	+8%	+$66.6K	0.01%	1035
2021 Q2	$854K	Sell	42,308 -896	-2%	-$19.4K	0.01%	1016
2021 Q1	$893K	Sell	43,204 -18,609	-30%	-$364K	0.01%	930
2020 Q4	$985K	Buy	61,813 +27,311	+79%	+$395K	0.01%	873
2020 Q3	$398K	Buy	+34,502	New	+$385K	0.01%	980

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kestra Advisory Services's RF Position: Q2 2026 in Review

Kestra Advisory Services reduced its Regions Financial (RF) stake by 5.1% in Q2 2026, selling an estimated $113K and leaving 75,387 shares worth $2.28M. The position accounts for 0.01% of the portfolio, ranked #1259.

Kestra Advisory Services first reported a position in RF in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.46M in Q4 2022. 1,109 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Kestra Advisory Services held 75,387 shares of Regions Financial worth $2.28M as of Q2 2026.
Kestra Advisory Services sold 4,016 Regions Financial shares in Q2 2026, an estimated $113K.
Regions Financial made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1259 holding.
Kestra Advisory Services first reported a position in Regions Financial in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's Regions Financial position peaked at $2.46M in Q4 2022.
1,109 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.