Mount Yale Investment Advisors’s Regions Financial RF Stock Holding History

Mount Yale 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	$277K	Buy	+9,151	New	+$257K	0.01%	1004
2025 Q3	–	Sell	-1,407	Closed	-$33.1K	–	1400
2025 Q2	$33.1K	Buy	+1,407	New	+$29.8K	﹤0.01%	934
2024 Q3	–	Sell	-22,012	Closed	-$441K	–	593
2024 Q2	$441K	Sell	22,012 -11	-0%	-$213	0.03%	366
2024 Q1	$463K	Sell	22,023 -106	-0.5%	-$2K	0.04%	369
2023 Q4	$429K	Buy	22,129 +418	+2%	+$6.94K	0.04%	348
2023 Q3	$373K	Sell	21,711 -38	-0.2%	-$720	0.04%	357
2023 Q2	$388K	Buy	21,749 +481	+2%	+$8.49K	0.04%	342
2023 Q1	$395K	Buy	+21,268	New	+$463K	0.04%	333
2018 Q4	–	Sell	-28,034	Closed	-$491K	–	670
2018 Q3	$491K	Sell	28,034 -9,933	-26%	-$187K	0.09%	175
2018 Q2	$675K	Sell	37,967 -601	-2%	-$11.3K	0.13%	144
2018 Q1	$717K	Buy	+38,568	New	+$731K	0.15%	126

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

Mount Yale Investment Advisors's RF Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Regions Financial (RF) in Q2 2026: 9,151 shares worth $277K. The stake represents 0.01% of the portfolio and ranks #1004 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in RF as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in RF in Q1 2018 and has held it in 11 quarters since. The position peaked at $717K in Q1 2018. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Mount Yale Investment Advisors held 9,151 shares of Regions Financial worth $277K as of Q2 2026.
Regions Financial was a new Mount Yale Investment Advisors position in Q2 2026.
Regions Financial made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1004 holding.
Mount Yale Investment Advisors first reported a position in Regions Financial in Q1 2018 and has held it in 11 quarters since.
Mount Yale Investment Advisors's Regions Financial position peaked at $717K in Q1 2018.
1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.