Lido Advisors
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Lido Advisors’s Regions Financial RF Stock Holding History

Lido 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
Q1 		$483K Sell
18,338
-7,421
-29% -$207K ﹤0.01% 1317
2025
Q4 		$686K Sell
25,759
-49
-0.2% -$1.25K ﹤0.01% 1160
2025
Q3 		$686K Buy
25,808
+9,563
+59% +$248K ﹤0.01% 1098
2025
Q2 		$386K Sell
16,245
-4,826
-23% -$102K ﹤0.01% 1215
2025
Q1 		$463K Sell
21,071
-1,220
-5% -$28.4K ﹤0.01% 1044
2024
Q4 		$530K Buy
22,291
+558
+3% +$13.8K ﹤0.01% 994
2024
Q3 		$507K Buy
21,733
+4,751
+28% +$104K ﹤0.01% 957
2024
Q2 		$344K Buy
16,982
+4,222
+33% +$81.9K ﹤0.01% 1055
2024
Q1 		$271K Sell
12,760
-579
-4% -$10.9K ﹤0.01% 1141
2023
Q4 		$262K Buy
13,339
+3,147
+31% +$52.2K ﹤0.01% 1100
2023
Q3 		$175K Buy
+10,192
New +$193K ﹤0.01% 1092
2021
Q2 		– Sell
-13,599
Closed -$283K – 939
2021
Q1 		$283K Buy
13,599
+637
+5% +$12.5K ﹤0.01% 682
2020
Q4 		$211K Buy
+12,962
New +$187K ﹤0.01% 749

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lido Advisors's RF Position: Q1 2026 in Review

Lido Advisors reduced its Regions Financial (RF) stake by 29% in Q1 2026, selling an estimated $207K and leaving 18,338 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Lido Advisors first reported a position in RF in Q4 2020 and has held it in 13 quarters since. The position peaked at $686K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Lido Advisors held 18,338 shares of Regions Financial worth $483K as of Q1 2026.
  • Lido Advisors sold 7,421 Regions Financial shares in Q1 2026, an estimated $207K.
  • Regions Financial made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1317 holding.
  • Lido Advisors first reported a position in Regions Financial in Q4 2020 and has held it in 13 quarters since.
  • Lido Advisors's Regions Financial position peaked at $686K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.