Level Four Advisory Services’s Regions Financial RF Stock Holding History

Level Four 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 Q2	$4.93M	Buy	163,281 +7,641	+5%	+$214K	0.14%	181
2026 Q1	$4.07M	Buy	155,640 +116,132	+294%	+$3.24M	0.13%	194
2025 Q4	$1.07M	Buy	39,508 +21,424	+118%	+$547K	0.04%	395
2025 Q3	$477K	Buy	+18,084	New	+$470K	0.02%	569
2023 Q3	–	Sell	-12,198	Closed	-$217K	–	836
2023 Q2	$217K	Buy	12,198 +819	+7%	+$14.5K	0.01%	715
2023 Q1	$211K	Buy	11,379 +1,932	+20%	+$42.1K	0.01%	678
2022 Q4	$204K	Buy	+9,447	New	+$205K	0.02%	614
2022 Q2	–	Sell	-14,822	Closed	-$330K	–	632
2022 Q1	$330K	Sell	14,822 -7,014	-32%	-$165K	0.03%	493
2021 Q4	$476K	Buy	21,836 +8,132	+59%	+$186K	0.04%	406
2021 Q3	$292K	Sell	13,704 -5,272	-28%	-$105K	0.03%	396
2021 Q2	$383K	Sell	18,976 -16,663	-47%	-$360K	0.03%	473
2021 Q1	$736K	Buy	35,639 +399	+1%	+$7.8K	0.06%	309
2020 Q4	$568K	Sell	35,240 -1,826	-5%	-$26.4K	0.05%	348
2020 Q3	$427K	Buy	37,066 +571	+2%	+$6.37K	0.03%	377
2020 Q2	$404K	Sell	36,495 -1,270	-3%	-$13.5K	0.03%	407
2020 Q1	$340K	Buy	37,765 +16,254	+76%	+$228K	0.04%	364
2019 Q4	$3.17M	Buy	21,511 +10,555	+96%	+$174K	0.13%	179
2019 Q3	$173K	Buy	+10,956	New	+$166K	0.02%	488

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Level Four Advisory Services's RF Position: Q2 2026 in Review

Level Four Advisory Services increased its Regions Financial (RF) stake by 4.9% in Q2 2026, buying an estimated $214K and bringing the position to 163,281 shares worth $4.93M. The position accounts for 0.14% of the portfolio, ranked #181.

Level Four Advisory Services first reported a position in RF in Q3 2019 and has held it in 18 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Level Four Advisory Services held 163,281 shares of Regions Financial worth $4.93M as of Q2 2026.
Level Four Advisory Services bought 7,641 Regions Financial shares in Q2 2026, an estimated $214K.
Regions Financial made up 0.14% of Level Four Advisory Services's portfolio in Q2 2026, its #181 holding.
Level Four Advisory Services first reported a position in Regions Financial in Q3 2019 and has held it in 18 quarters since.
1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.