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Kestra Private Wealth Services’s Regions Financial RF Stock Holding History

Kestra Private Wealth 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 		$5M Sell
165,460
-6,127
-4% -$172K 0.05% 340
2026
Q1 		$4.48M Buy
171,587
+2,004
+1% +$56K 0.06% 347
2025
Q4 		$4.6M Sell
169,583
-166
-0.1% -$4.24K 0.06% 332
2025
Q3 		$4.48M Buy
169,749
+1,321
+0.8% +$34.3K 0.06% 325
2025
Q2 		$3.96M Buy
168,428
+11,746
+7% +$249K 0.06% 318
2025
Q1 		$3.4M Buy
156,682
+7,396
+5% +$172K 0.06% 334
2024
Q4 		$3.51M Buy
149,286
+3,978
+3% +$98.3K 0.06% 308
2024
Q3 		$3.39M Buy
145,308
+4,058
+3% +$88.7K 0.06% 299
2024
Q2 		$2.83M Buy
141,250
+2,396
+2% +$46.5K 0.06% 312
2024
Q1 		$2.92M Buy
138,854
+3,447
+3% +$65.2K 0.07% 291
2023
Q4 		$2.62M Buy
135,407
+1,784
+1% +$29.6K 0.07% 296
2023
Q3 		$2.3M Buy
133,623
+563
+0.4% +$10.7K 0.07% 280
2023
Q2 		$2.37M Buy
133,060
+5,206
+4% +$91.9K 0.08% 263
2023
Q1 		$2.37M Buy
127,854
+34,500
+37% +$751K 0.09% 232
2022
Q4 		$2.01M Buy
+93,354
New +$2.02M 0.1% 228

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kestra Private Wealth Services's RF Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Regions Financial (RF) stake by 3.6% in Q2 2026, selling an estimated $172K and leaving 165,460 shares worth $5M. The position accounts for 0.05% of the portfolio, ranked #340.

Kestra Private Wealth Services first reported a position in RF in Q4 2022 and has held it in 15 quarters since. 1,101 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Kestra Private Wealth Services held 165,460 shares of Regions Financial worth $5M as of Q2 2026.
  • Kestra Private Wealth Services sold 6,127 Regions Financial shares in Q2 2026, an estimated $172K.
  • Regions Financial made up 0.05% of Kestra Private Wealth Services's portfolio in Q2 2026, its #340 holding.
  • Kestra Private Wealth Services first reported a position in Regions Financial in Q4 2022 and has held it in 15 quarters since.
  • 1,101 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

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