Phillip James Consulting’s Regions Financial RF Stock Holding History

Phillip James Consulting’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	$2.08K	Hold	69	–	–	﹤0.01%	217
2026 Q1	$1K	Buy	+69	New	+$1.93K	﹤0.01%	334

Other funds holding RF

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Phillip James Consulting's RF Position: Q2 2026 in Review

Phillip James Consulting held its Regions Financial (RF) position steady in Q2 2026 at 69 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Phillip James Consulting first reported a position in RF in Q1 2026 and has held it in 2 quarters since. 1,101 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Phillip James Consulting held 69 shares of Regions Financial worth $2.08K as of Q2 2026.
Phillip James Consulting left its Regions Financial share count unchanged in Q2 2026.
Regions Financial made up ﹤0.01% of Phillip James Consulting's portfolio in Q2 2026, its #217 holding.
Phillip James Consulting first reported a position in Regions Financial in Q1 2026 and has held it in 2 quarters since.
1,101 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.