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Moneta Group Investment Advisors’s Regions Financial RF Stock Holding History

Moneta Group Investment 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
Q2 		$938K Buy
31,068
+534
+2% +$15K 0.01% 409
2026
Q1 		$798K Buy
30,534
+1,378
+5% +$38.5K 0.01% 404
2025
Q4 		$790K Sell
29,156
-3,589
-11% -$91.7K 0.01% 402
2025
Q3 		$863K Buy
32,745
+11,107
+51% +$288K 0.01% 379
2025
Q2 		$509K Buy
+21,638
New +$458K 0.01% 434
2024
Q3 		– Sell
-17,738
Closed -$355K – 665
2024
Q2 		$355K Buy
+17,738
New +$344K 0.01% 449
2018
Q2 		– Sell
-2,723
Closed -$51K – 587
2018
Q1 		$51K Sell
2,723
-25
-0.9% -$474 0.01% 322
2017
Q4 		$47K Buy
+2,748
New +$43.9K 0.01% 277

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

Moneta Group Investment Advisors's RF Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Regions Financial (RF) stake by 1.7% in Q2 2026, buying an estimated $15K and bringing the position to 31,068 shares worth $938K. The position accounts for 0.01% of the portfolio, ranked #409.

Moneta Group Investment Advisors first reported a position in RF in Q4 2017 and has held it in 8 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Moneta Group Investment Advisors held 31,068 shares of Regions Financial worth $938K as of Q2 2026.
  • Moneta Group Investment Advisors bought 534 Regions Financial shares in Q2 2026, an estimated $15K.
  • Regions Financial made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #409 holding.
  • Moneta Group Investment Advisors first reported a position in Regions Financial in Q4 2017 and has held it in 8 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.