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Patriot Financial Group Insurance Agency’s Regions Financial RF Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-39,398
Closed -$1.03M – 655
2026
Q1 		$1.03M Buy
+39,398
New +$1.1M 0.06% 302
2022
Q3 		– Sell
-251
Closed -$5K – 1605
2022
Q2 		$5K Sell
251
-350
-58% -$7.22K ﹤0.01% 1498
2022
Q1 		$13K Sell
601
-18
-3% -$424 ﹤0.01% 1265
2021
Q4 		$13K Sell
619
-116
-16% -$2.65K ﹤0.01% 1396
2021
Q3 		$16K Buy
735
+333
+83% +$6.63K ﹤0.01% 1308
2021
Q2 		$8K Hold
402
– – ﹤0.01% 1520
2021
Q1 		$8K Hold
402
– – ﹤0.01% 1436
2020
Q4 		$6K Hold
402
– – ﹤0.01% 1385
2020
Q3 		$5K Sell
402
-42
-9% -$469 ﹤0.01% 1246
2020
Q2 		$5K Buy
444
+337
+315% +$3.59K ﹤0.01% 1191
2020
Q1 		$1K Hold
107
– – ﹤0.01% 1485
2019
Q4 		$2K Hold
107
– – ﹤0.01% 1140
2019
Q3 		$2K Sell
107
-135
-56% -$2.04K ﹤0.01% 1113
2019
Q2 		$4K Sell
242
-18
-7% -$266 ﹤0.01% 1000
2019
Q1 		$4K Buy
260
+125
+93% +$1.92K ﹤0.01% 905
2018
Q4 		$2K Hold
135
– – ﹤0.01% 848
2018
Q3 		$2K Buy
+135
New +$2.54K ﹤0.01% 868

Other funds holding RF

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Vanguard Capital Management
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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

Patriot Financial Group Insurance Agency's RF Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Regions Financial (RF) in Q2 2026, closing a stake of 39,398 shares — an estimated $1.03M sold.

Patriot Financial Group Insurance Agency first reported a position in RF in Q3 2018 and held it in 17 quarters. The position peaked at $1.03M in Q1 2026. 1,101 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 39,398 Regions Financial shares in Q2 2026, an estimated $1.03M.
  • Patriot Financial Group Insurance Agency first reported a position in Regions Financial in Q3 2018 and held it in 17 quarters.
  • Patriot Financial Group Insurance Agency's Regions Financial position peaked at $1.03M in Q1 2026.
  • 1,101 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.