New England Capital Financial Advisors’s Regions Financial RF Stock Holding History

New England Capital Financial 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	$172K	Hold	5,707	–	–	0.04%	72
2026 Q1	$149K	Hold	5,707	–	–	0.04%	75
2025 Q4	$155K	Hold	5,707	–	–	0.06%	71
2025 Q3	$151K	Hold	5,707	–	–	0.06%	67
2025 Q2	$134K	Sell	5,707 -529	-8%	-$11.2K	0.06%	72
2025 Q1	$136K	Hold	6,236	–	–	0.07%	66
2024 Q4	$147K	Hold	6,236	–	–	0.07%	63
2024 Q3	$145K	Hold	6,236	–	–	0.08%	61
2024 Q2	$125K	Hold	6,236	–	–	0.07%	64
2024 Q1	$131K	Hold	6,236	–	–	0.07%	60
2023 Q4	$121K	Hold	6,236	–	–	0.07%	67
2023 Q3	$107K	Hold	6,236	–	–	0.07%	69
2023 Q2	$111K	Hold	6,236	–	–	0.07%	70
2023 Q1	$116K	Hold	6,236	–	–	0.08%	69
2022 Q4	$142K	Buy	+6,236	New	+$135K	0.1%	60

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New England Capital Financial Advisors's RF Position: Q2 2026 in Review

New England Capital Financial Advisors held its Regions Financial (RF) position steady in Q2 2026 at 5,707 shares worth $172K. The position accounts for 0.04% of the portfolio, ranked #72.

New England Capital Financial Advisors first reported a position in RF in Q4 2022 and has held it in 15 quarters since. 752 funds tracked by Wall St. Rank hold RF as of Q2 2026.

New England Capital Financial Advisors held 5,707 shares of Regions Financial worth $172K as of Q2 2026.
New England Capital Financial Advisors left its Regions Financial share count unchanged in Q2 2026.
Regions Financial made up 0.04% of New England Capital Financial Advisors's portfolio in Q2 2026, its #72 holding.
New England Capital Financial Advisors first reported a position in Regions Financial in Q4 2022 and has held it in 15 quarters since.
752 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.