OneDigital Investment Advisors’s Regions Financial RF Stock Holding History

OneDigital 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	$299K	Buy	9,915 +44	+0.4%	+$1.24K	﹤0.01%	1287
2026 Q1	$258K	Sell	9,871 -5,509	-36%	-$154K	﹤0.01%	1268
2025 Q4	$417K	Buy	15,380 +1,515	+11%	+$38.7K	﹤0.01%	1035
2025 Q3	$366K	Buy	13,865 +632	+5%	+$16.4K	﹤0.01%	1075
2025 Q2	$311K	Buy	13,233 +717	+6%	+$15.2K	﹤0.01%	1145
2025 Q1	$272K	Buy	+12,516	New	+$292K	﹤0.01%	1162
2023 Q4	–	Sell	-11,316	Closed	-$195K	–	1138
2023 Q3	$195K	Buy	+11,316	New	+$214K	﹤0.01%	943
2019 Q3	–	Sell	-1,398	Closed	-$21K	–	1023
2019 Q2	$21K	Hold	1,398	–	–	﹤0.01%	800
2019 Q1	$20K	Buy	+1,398	New	+$21.4K	﹤0.01%	730

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

OneDigital Investment Advisors's RF Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Regions Financial (RF) stake by 0.45% in Q2 2026, buying an estimated $1.24K and bringing the position to 9,915 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

OneDigital Investment Advisors first reported a position in RF in Q1 2019 and has held it in 9 quarters since. The position peaked at $417K in Q4 2025. 804 funds tracked by Wall St. Rank hold RF as of Q2 2026.

OneDigital Investment Advisors held 9,915 shares of Regions Financial worth $299K as of Q2 2026.
OneDigital Investment Advisors bought 44 Regions Financial shares in Q2 2026, an estimated $1.24K.
Regions Financial made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1287 holding.
OneDigital Investment Advisors first reported a position in Regions Financial in Q1 2019 and has held it in 9 quarters since.
OneDigital Investment Advisors's Regions Financial position peaked at $417K in Q4 2025.
804 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.