PFS
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Prospera Financial Services’s Regions Financial RF Stock Holding History

Prospera Financial Services’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 		$1M Sell
33,271
-159
-0.5% -$4.46K 0.01% 764
2026
Q1 		$873K Sell
33,430
-446
-1% -$12.5K 0.01% 772
2025
Q4 		$918K Buy
33,876
+6,236
+23% +$159K 0.02% 702
2025
Q3 		$729K Buy
27,640
+5,359
+24% +$139K 0.01% 804
2025
Q2 		$524K Sell
22,281
-1,023
-4% -$21.7K 0.01% 886
2025
Q1 		$506K Buy
23,304
+262
+1% +$6.1K 0.01% 775
2024
Q4 		$542K Sell
23,042
-1,003
-4% -$24.8K 0.01% 721
2024
Q3 		$561K Sell
24,045
-1,273
-5% -$27.8K 0.01% 686
2024
Q2 		$507K Buy
25,318
+468
+2% +$9.08K 0.01% 703
2024
Q1 		$523K Sell
24,850
-6,472
-21% -$122K 0.02% 699
2023
Q4 		$607K Sell
31,322
-3,183
-9% -$52.8K 0.02% 599
2023
Q3 		$593K Buy
34,505
+10,864
+46% +$206K 0.02% 557
2023
Q2 		$421K Buy
+23,641
New +$417K 0.02% 669
2023
Q1 		– Sell
-9,694
Closed -$209K – 996
2022
Q4 		$209K Sell
9,694
-6,362
-40% -$138K 0.01% 832
2022
Q3 		$322K Buy
+16,056
New +$339K 0.02% 634
2022
Q2 		– Sell
-15,582
Closed -$347K – 2379
2022
Q1 		$347K Buy
15,582
+10
+0.1% +$235 0.01% 706
2021
Q4 		$339K Buy
+15,572
New +$356K 0.01% 674
2020
Q4 		– Sell
-1,606
Closed -$19K – 1355
2020
Q3 		$19K Buy
+1,606
New +$17.9K 0.01% 913
2020
Q2 		– Sell
-14,333
Closed -$129K – 598
2020
Q1 		$129K Buy
14,333
+4,250
+42% +$59.5K 0.01% 489
2019
Q4 		$173K Sell
10,083
-16,961
-63% -$279K 0.01% 576
2019
Q3 		$428K Buy
+27,044
New +$409K 0.04% 351

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Prospera Financial Services's RF Position: Q2 2026 in Review

Prospera Financial Services reduced its Regions Financial (RF) stake by 0.48% in Q2 2026, selling an estimated $4.46K and leaving 33,271 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #764.

Prospera Financial Services first reported a position in RF in Q3 2019 and has held it in 21 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Prospera Financial Services held 33,271 shares of Regions Financial worth $1M as of Q2 2026.
  • Prospera Financial Services sold 159 Regions Financial shares in Q2 2026, an estimated $4.46K.
  • Regions Financial made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #764 holding.
  • Prospera Financial Services first reported a position in Regions Financial in Q3 2019 and has held it in 21 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.