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Kovack Advisors’s Regions Financial RF Stock Holding History

Kovack Advisors’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 		$245K Buy
7,958
+3
+0% +$84 0.01% 904
2026
Q1 		$209K Buy
7,955
+73
+0.9% +$2.04K 0.01% 912
2025
Q4 		$214K Buy
+7,882
New +$201K 0.01% 917
2025
Q1 		– Sell
-8,702
Closed -$205K – 623
2024
Q4 		$205K Buy
+8,702
New +$215K 0.02% 562

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

Kovack Advisors's RF Position: Q2 2026 in Review

Kovack Advisors increased its Regions Financial (RF) stake by 0.04% in Q2 2026, buying an estimated $84 and bringing the position to 7,958 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #904.

Kovack Advisors first reported a position in RF in Q4 2024 and has held it in 4 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Kovack Advisors held 7,958 shares of Regions Financial worth $245K as of Q2 2026.
  • Kovack Advisors bought 3 Regions Financial shares in Q2 2026, an estimated $84.
  • Regions Financial made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #904 holding.
  • Kovack Advisors first reported a position in Regions Financial in Q4 2024 and has held it in 4 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.