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Larson Financial Group’s Regions Financial RF Stock Holding History

Larson Financial Group’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 		$216K Sell
7,157
-11,619
-62% -$326K 0.01% 820
2026
Q1 		$490K Buy
18,776
+135
+0.7% +$3.77K 0.02% 481
2025
Q4 		$505K Sell
18,641
-1,170
-6% -$29.9K 0.02% 457
2025
Q3 		$522K Sell
19,811
-3,578
-15% -$92.9K 0.02% 451
2025
Q2 		$550K Buy
23,389
+2,657
+13% +$56.2K 0.02% 409
2025
Q1 		$451K Buy
20,732
+17,795
+606% +$415K 0.02% 428
2024
Q4 		$69.1K Buy
2,937
+4
+0.1% +$99 ﹤0.01% 804
2024
Q3 		$68.4K Sell
2,933
-2,216
-43% -$48.4K ﹤0.01% 819
2024
Q2 		$103K Buy
5,149
+2,637
+105% +$51.1K 0.01% 639
2024
Q1 		$52.9K Hold
2,512
– – ﹤0.01% 677
2023
Q4 		$48.7K Hold
2,512
– – ﹤0.01% 653
2023
Q3 		$43.2K Buy
2,512
+1
+0% +$19 ﹤0.01% 650
2023
Q2 		$44.7K Buy
2,511
+2
+0.1% +$35 ﹤0.01% 580
2023
Q1 		$46.6K Buy
2,509
+1
+0% +$22 0.01% 568
2022
Q4 		$54.1K Buy
2,508
+2,352
+1,508% +$51K 0.01% 505
2022
Q3 		$3K Buy
156
+1
+0.6% +$21 ﹤0.01% 1070
2022
Q2 		$3K Buy
+155
New +$3.2K ﹤0.01% 981
2021
Q2 		– Sell
-590
Closed -$12K – 920
2021
Q1 		$12K Buy
+590
New +$11.5K ﹤0.01% 511
2020
Q4 		– Sell
-450
Closed -$5K – 832
2020
Q3 		$5K Buy
+450
New +$5.02K ﹤0.01% 529

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

Larson Financial Group's RF Position: Q2 2026 in Review

Larson Financial Group reduced its Regions Financial (RF) stake by 62% in Q2 2026, selling an estimated $326K and leaving 7,157 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #820.

Larson Financial Group first reported a position in RF in Q3 2020 and has held it in 19 quarters since. The position peaked at $550K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Larson Financial Group held 7,157 shares of Regions Financial worth $216K as of Q2 2026.
  • Larson Financial Group sold 11,619 Regions Financial shares in Q2 2026, an estimated $326K.
  • Regions Financial made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #820 holding.
  • Larson Financial Group first reported a position in Regions Financial in Q3 2020 and has held it in 19 quarters since.
  • Larson Financial Group's Regions Financial position peaked at $550K in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.