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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kestra Advisory Services's RF Position: Q1 2026 in Review

Kestra Advisory Services increased its Regions Financial (RF) stake by 15% in Q1 2026, buying an estimated $294K and bringing the position to 79,403 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #1277.

Kestra Advisory Services first reported a position in RF in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.46M in Q4 2022. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Kestra Advisory Services held 79,403 shares of Regions Financial worth $2.07M as of Q1 2026.
Kestra Advisory Services bought 10,516 Regions Financial shares in Q1 2026, an estimated $294K.
Regions Financial made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1277 holding.
Kestra Advisory Services first reported a position in Regions Financial in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's Regions Financial position peaked at $2.46M in Q4 2022.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.