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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Level Four Advisory Services's RF Position: Q1 2026 in Review

Level Four Advisory Services increased its Regions Financial (RF) stake by 294% in Q1 2026, buying an estimated $3.24M and bringing the position to 155,640 shares worth $4.07M. The position accounts for 0.13% of the portfolio, ranked #194.

Level Four Advisory Services first reported a position in RF in Q3 2019 and has held it in 17 quarters since. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Level Four Advisory Services held 155,640 shares of Regions Financial worth $4.07M as of Q1 2026.
Level Four Advisory Services bought 116,132 Regions Financial shares in Q1 2026, an estimated $3.24M.
Regions Financial made up 0.13% of Level Four Advisory Services's portfolio in Q1 2026, its #194 holding.
Level Four Advisory Services first reported a position in Regions Financial in Q3 2019 and has held it in 17 quarters since.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.