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Lynx Investment Advisory’s Regions Financial RF Stock Holding History

Lynx Investment Advisory’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 		$520K Buy
19,901
+396
+2% +$11.1K 0.25% 92
2025
Q4 		$529K Sell
19,505
-111
-0.6% -$2.83K 0.29% 78
2025
Q3 		$517K Sell
19,616
-808
-4% -$21K 0.31% 74
2025
Q2 		$480K Buy
20,424
+690
+3% +$14.6K 0.31% 75
2025
Q1 		$429K Sell
19,734
-3,646
-16% -$84.9K 0.29% 77
2024
Q4 		$550K Buy
23,380
+23
+0.1% +$568 0.38% 63
2024
Q3 		$545K Buy
23,357
+24
+0.1% +$525 0.39% 60
2024
Q2 		$468K Buy
+23,333
New +$453K 0.35% 59

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

Lynx Investment Advisory's RF Position: Q1 2026 in Review

Lynx Investment Advisory increased its Regions Financial (RF) stake by 2% in Q1 2026, buying an estimated $11.1K and bringing the position to 19,901 shares worth $520K. The position accounts for 0.25% of the portfolio, ranked #92.

Lynx Investment Advisory first reported a position in RF in Q2 2024 and has held it in 8 quarters since. The position peaked at $550K in Q4 2024. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Lynx Investment Advisory held 19,901 shares of Regions Financial worth $520K as of Q1 2026.
  • Lynx Investment Advisory bought 396 Regions Financial shares in Q1 2026, an estimated $11.1K.
  • Regions Financial made up 0.25% of Lynx Investment Advisory's portfolio in Q1 2026, its #92 holding.
  • Lynx Investment Advisory first reported a position in Regions Financial in Q2 2024 and has held it in 8 quarters since.
  • Lynx Investment Advisory's Regions Financial position peaked at $550K in Q4 2024.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.