PYA Waltman Capital’s Regions Financial RF Stock Holding History

PYA Waltman Capital’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	$232K	Hold	7,669	–	–	0.06%	66
2026 Q1	$200K	Hold	7,669	–	–	0.06%	67
2025 Q4	$208K	Hold	7,669	–	–	0.06%	74
2025 Q3	$202K	Buy	+7,669	New	+$199K	0.05%	79
2022 Q4	–	Sell	-7,669	Closed	-$154K	–	162
2022 Q3	$154K	Hold	7,669	–	–	0.09%	61
2022 Q2	$144K	Hold	7,669	–	–	0.08%	55
2022 Q1	$171K	Hold	7,669	–	–	0.08%	50
2021 Q4	$167K	Buy	+7,669	New	+$175K	0.09%	49

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 $3.38T AUM 44.17% 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

PYA Waltman Capital's RF Position: Q2 2026 in Review

PYA Waltman Capital held its Regions Financial (RF) position steady in Q2 2026 at 7,669 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #66.

PYA Waltman Capital first reported a position in RF in Q4 2021 and has held it in 8 quarters since. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

PYA Waltman Capital held 7,669 shares of Regions Financial worth $232K as of Q2 2026.
PYA Waltman Capital left its Regions Financial share count unchanged in Q2 2026.
Regions Financial made up 0.06% of PYA Waltman Capital's portfolio in Q2 2026, its #66 holding.
PYA Waltman Capital first reported a position in Regions Financial in Q4 2021 and has held it in 8 quarters since.
1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.