Lloyd Advisory Services’s Regions Financial RF Stock Holding History

Lloyd 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	$130K	Buy	+4,302	New	+$121K	0.05%	158
2022 Q2	–	Sell	-18	Closed	–	–	445
2022 Q1	$0	Sell	18 -2,837	-99%	-$66.8K	﹤0.01%	649
2021 Q4	$62K	Sell	2,855 -1,086	-28%	-$24.8K	0.03%	177
2021 Q3	$84K	Buy	3,941 +1,336	+51%	+$26.6K	0.04%	132
2021 Q2	$53K	Sell	2,605 -1,211	-32%	-$26.2K	0.03%	148
2021 Q1	$79K	Sell	3,816 -2,661	-41%	-$52K	0.04%	112
2020 Q4	$104K	Sell	6,477 -503	-7%	-$7.27K	0.06%	81
2020 Q3	$80K	Sell	6,980 -819	-11%	-$9.14K	0.05%	85
2020 Q2	$87K	Buy	7,799 +2,527	+48%	+$26.9K	0.05%	86
2020 Q1	$47K	Sell	5,272 -584	-10%	-$8.18K	0.03%	90
2019 Q4	$100K	Buy	+5,856	New	+$96.4K	0.09%	93

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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's RF Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Regions Financial (RF) in Q2 2026: 4,302 shares worth $130K. The stake represents 0.05% of the portfolio and ranks #158 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in RF as recently as Q1 2022.

Lloyd Advisory Services first reported a position in RF in Q4 2019 and has held it in 11 quarters since. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Lloyd Advisory Services held 4,302 shares of Regions Financial worth $130K as of Q2 2026.
Regions Financial was a new Lloyd Advisory Services position in Q2 2026.
Regions Financial made up 0.05% of Lloyd Advisory Services's portfolio in Q2 2026, its #158 holding.
Lloyd Advisory Services first reported a position in Regions Financial in Q4 2019 and has held it in 11 quarters since.
1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.