PFG Advisors’s Regions Financial RF Stock Holding History

PFG 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 Q1	$245K	Buy	9,366 +1,716	+22%	+$47.9K	0.01%	714
2025 Q4	$207K	Sell	7,650 -2,069	-21%	-$52.8K	0.01%	758
2025 Q3	$256K	Buy	9,719 +593	+6%	+$15.4K	0.01%	728
2025 Q2	$215K	Buy	+9,126	New	+$193K	0.01%	587
2024 Q3	–	Sell	-10,092	Closed	-$202K	–	714
2024 Q2	$202K	Sell	10,092 -3,241	-24%	-$62.9K	0.01%	649
2024 Q1	$281K	Buy	13,333 +1,717	+15%	+$32.5K	0.02%	540
2023 Q4	$225K	Sell	11,616 -1,467	-11%	-$24.3K	0.02%	565
2023 Q3	$225K	Sell	13,083 -716	-5%	-$13.6K	0.02%	545
2023 Q2	$246K	Buy	13,799 +1,224	+10%	+$21.6K	0.02%	580
2023 Q1	$233K	Buy	12,575 +1,489	+13%	+$32.4K	0.02%	565
2022 Q4	$239K	Buy	+11,086	New	+$240K	0.02%	493
2021 Q3	–	Sell	-10,945	Closed	-$221K	–	520
2021 Q2	$221K	Buy	10,945 +70	+0.6%	+$1.51K	0.03%	449
2021 Q1	$225K	Buy	+10,875	New	+$213K	0.03%	418

Other funds holding RF

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return