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LRI Investments’s Regions Financial RF Stock Holding History

LRI Investments’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 		$12.2K Sell
403
-351
-47% -$9.85K ﹤0.01% 903
2026
Q1 		$19.7K Buy
754
+350
+87% +$9.77K ﹤0.01% 701
2025
Q4 		$10.9K Hold
404
– – ﹤0.01% 850
2025
Q3 		$10.7K Buy
404
+4
+1% +$104 ﹤0.01% 862
2025
Q2 		$9.41K Hold
400
– – ﹤0.01% 857
2025
Q1 		$8.69K Buy
+400
New +$9.32K ﹤0.01% 820

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

LRI Investments's RF Position: Q2 2026 in Review

LRI Investments reduced its Regions Financial (RF) stake by 47% in Q2 2026, selling an estimated $9.85K and leaving 403 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

LRI Investments first reported a position in RF in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.7K in Q1 2026. 1,109 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • LRI Investments held 403 shares of Regions Financial worth $12.2K as of Q2 2026.
  • LRI Investments sold 351 Regions Financial shares in Q2 2026, an estimated $9.85K.
  • Regions Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #903 holding.
  • LRI Investments first reported a position in Regions Financial in Q1 2025 and has held it in 6 quarters since.
  • LRI Investments's Regions Financial position peaked at $19.7K in Q1 2026.
  • 1,109 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.