Krilogy Financial’s Regions Financial RF Stock Holding History

Krilogy Financial’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	$470K	Buy	15,574 +4,254	+38%	+$119K	0.01%	662
2026 Q1	$316K	Sell	11,320 -918	-8%	-$25.6K	0.01%	722
2025 Q4	$339K	Sell	12,238 -1,544	-11%	-$39.4K	0.01%	682
2025 Q3	$336K	Buy	+13,782	New	+$358K	0.01%	643
2018 Q4	–	Sell	-4,200	Closed	-$77K	–	545
2018 Q3	$77K	Buy	+4,200	New	+$79.1K	0.02%	258
2018 Q2	–	Sell	-4,200	Closed	-$78K	–	514
2018 Q1	$78K	Hold	4,200	–	–	0.02%	268
2017 Q4	$73K	Sell	4,200 -262	-6%	-$4.19K	0.02%	274
2017 Q3	$68K	Buy	4,462 +907	+26%	+$13K	0.02%	305
2017 Q2	$52K	Buy	3,555 +2,000	+129%	+$28.2K	0.01%	297
2017 Q1	$22K	Hold	1,555	–	–	0.01%	408
2016 Q4	$22K	Buy	1,555 +1,033	+198%	+$12.8K	0.01%	408
2016 Q3	$5K	Hold	522	–	–	﹤0.01%	600
2016 Q2	$4K	Hold	522	–	–	﹤0.01%	628
2016 Q1	$4K	Hold	522	–	–	﹤0.01%	558
2015 Q4	$5K	Hold	522	–	–	﹤0.01%	322
2015 Q3	$5K	Buy	+522	New	+$5.16K	﹤0.01%	473

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Krilogy Financial's RF Position: Q2 2026 in Review

Krilogy Financial increased its Regions Financial (RF) stake by 38% in Q2 2026, buying an estimated $119K and bringing the position to 15,574 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #662.

Krilogy Financial first reported a position in RF in Q3 2015 and has held it in 16 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Krilogy Financial held 15,574 shares of Regions Financial worth $470K as of Q2 2026.
Krilogy Financial bought 4,254 Regions Financial shares in Q2 2026, an estimated $119K.
Regions Financial made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #662 holding.
Krilogy Financial first reported a position in Regions Financial in Q3 2015 and has held it in 16 quarters since.
1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.