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Safeguard Investment Advisory Group’s Regions Financial RF Stock Holding History

Safeguard Investment Advisory Group’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 		$218K Buy
+7,229
New +$203K 0.05% 159
2021
Q1 		– Sell
-9,512
Closed -$153K – 556
2020
Q4 		$153K Buy
+9,512
New +$138K 0.14% 92

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 $3.38T AUM 44.17% 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

Safeguard Investment Advisory Group's RF Position: Q2 2026 in Review

Safeguard Investment Advisory Group opened a new position in Regions Financial (RF) in Q2 2026: 7,229 shares worth $218K. The stake represents 0.05% of the portfolio and ranks #159 among its holdings. This is a return to the name: Safeguard Investment Advisory Group previously reported a position in RF as recently as Q4 2020.

Safeguard Investment Advisory Group first reported a position in RF in Q4 2020 and has held it in 2 quarters since. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Safeguard Investment Advisory Group held 7,229 shares of Regions Financial worth $218K as of Q2 2026.
  • Regions Financial was a new Safeguard Investment Advisory Group position in Q2 2026.
  • Regions Financial made up 0.05% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #159 holding.
  • Safeguard Investment Advisory Group first reported a position in Regions Financial in Q4 2020 and has held it in 2 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.