POIA
RF icon

Pin Oak Investment Advisors’s Regions Financial RF Stock Holding History

Pin Oak 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 		$36K Hold
1,186
– – 0.03% 248
2026
Q1 		$31K Hold
1,186
– – 0.02% 255
2025
Q4 		$37K Hold
1,186
– – 0.03% 243
2025
Q3 		$31.6K Hold
1,186
– – 0.02% 254
2025
Q2 		$25K Hold
1,186
– – 0.02% 256
2025
Q1 		$25K Hold
1,186
– – 0.02% 250
2024
Q4 		$28K Hold
1,186
– – 0.03% 237
2024
Q3 		$27K Hold
1,186
– – 0.02% 242
2024
Q2 		$24K Sell
1,186
-516
-30% -$10K 0.02% 242
2024
Q1 		$36K Hold
1,702
– – 0.03% 201
2023
Q4 		$33K Hold
1,702
– – 0.03% 208
2023
Q3 		$30K Buy
1,702
+516
+44% +$9.77K 0.03% 211
2023
Q2 		$21K Sell
1,186
-732
-38% -$12.9K 0.02% 243
2023
Q1 		$36K Buy
+1,918
New +$41.8K 0.04% 181

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Pin Oak Investment Advisors's RF Position: Q2 2026 in Review

Pin Oak Investment Advisors held its Regions Financial (RF) position steady in Q2 2026 at 1,186 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #248.

Pin Oak Investment Advisors first reported a position in RF in Q1 2023 and has held it in 14 quarters since. The position peaked at $37K in Q4 2025. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Pin Oak Investment Advisors held 1,186 shares of Regions Financial worth $36K as of Q2 2026.
  • Pin Oak Investment Advisors left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up 0.03% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #248 holding.
  • Pin Oak Investment Advisors first reported a position in Regions Financial in Q1 2023 and has held it in 14 quarters since.
  • Pin Oak Investment Advisors's Regions Financial position peaked at $37K in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.