SageView Advisory Group’s Regions Financial RF Stock Holding History

SageView 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	$529K	Sell	17,506 -2,567	-13%	-$72.1K	0.02%	356
2026 Q1	$524K	Sell	20,073 -2,065	-9%	-$57.7K	0.02%	345
2025 Q4	$600K	Sell	22,138 -532	-2%	-$13.6K	0.02%	331
2025 Q3	$598K	Buy	22,670 +22	+0.1%	+$571	0.02%	348
2025 Q2	$596K	Buy	22,648 +665	+3%	+$14.1K	0.02%	336
2025 Q1	$478K	Sell	21,983 -1,415	-6%	-$33K	0.02%	358
2024 Q4	$550K	Sell	23,398 -143	-0.6%	-$3.53K	0.02%	326
2024 Q3	$549K	Sell	23,541 -821	-3%	-$17.9K	0.03%	291
2024 Q2	$488K	Buy	+24,362	New	+$473K	0.02%	345
2024 Q1	–	Sell	-25,553	Closed	-$498K	–	744
2023 Q4	$498K	Buy	+25,553	New	+$424K	0.02%	400

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

SageView Advisory Group's RF Position: Q2 2026 in Review

SageView Advisory Group reduced its Regions Financial (RF) stake by 13% in Q2 2026, selling an estimated $72.1K and leaving 17,506 shares worth $529K. The position accounts for 0.02% of the portfolio, ranked #356.

SageView Advisory Group first reported a position in RF in Q4 2023 and has held it in 10 quarters since. The position peaked at $600K in Q4 2025. 1,108 funds tracked by Wall St. Rank hold RF as of Q2 2026.

SageView Advisory Group held 17,506 shares of Regions Financial worth $529K as of Q2 2026.
SageView Advisory Group sold 2,567 Regions Financial shares in Q2 2026, an estimated $72.1K.
Regions Financial made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #356 holding.
SageView Advisory Group first reported a position in Regions Financial in Q4 2023 and has held it in 10 quarters since.
SageView Advisory Group's Regions Financial position peaked at $600K in Q4 2025.
1,108 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.