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My Legacy Advisors’s Regions Financial RF Stock Holding History

My Legacy 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
2025
Q2 		$814K Buy
32,785
+4,474
+16% +$94.7K 0.29% 98
2025
Q1 		$615K Buy
28,311
+825
+3% +$19.2K 0.24% 123
2024
Q4 		$679K Buy
27,486
+2,986
+12% +$73.8K 0.26% 103
2024
Q3 		$572K Sell
24,500
-3,435
-12% -$75.1K 0.23% 122
2024
Q2 		$560K Buy
27,935
+7,005
+33% +$136K 0.18% 143
2024
Q1 		$440K Buy
20,930
+3,270
+19% +$61.8K 0.15% 164
2023
Q4 		$328K Buy
17,660
+3,220
+22% +$53.4K 0.12% 177
2023
Q3 		$238K Buy
+14,440
New +$274K 0.1% 188

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

My Legacy Advisors's RF Position: Q2 2025 in Review

My Legacy Advisors increased its Regions Financial (RF) stake by 16% in Q2 2025, buying an estimated $94.7K and bringing the position to 32,785 shares worth $814K. The position accounts for 0.29% of the portfolio, ranked #98.

My Legacy Advisors first reported a position in RF in Q3 2023 and has held it in 8 quarters since. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

  • My Legacy Advisors held 32,785 shares of Regions Financial worth $814K as of Q2 2025.
  • My Legacy Advisors bought 4,474 Regions Financial shares in Q2 2025, an estimated $94.7K.
  • Regions Financial made up 0.29% of My Legacy Advisors's portfolio in Q2 2025, its #98 holding.
  • My Legacy Advisors first reported a position in Regions Financial in Q3 2023 and has held it in 8 quarters since.
  • 960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.