SRA
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Secured Retirement Advisors’s Regions Financial RF Stock Holding History

Secured Retirement 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
Q1 		– Sell
-9,366
Closed -$254K – 140
2025
Q4 		$254K Buy
9,366
+1,286
+16% +$32.8K 0.14% 116
2025
Q3 		$213K Buy
+8,080
New +$210K 0.12% 121

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Secured Retirement Advisors's RF Position: Q1 2026 in Review

Secured Retirement Advisors sold out of Regions Financial (RF) in Q1 2026, closing a stake of 9,366 shares — an estimated $254K sold.

Secured Retirement Advisors first reported a position in RF in Q3 2025 and held it in 2 quarters. The position peaked at $254K in Q4 2025. 1,083 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Secured Retirement Advisors reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
  • Secured Retirement Advisors sold 9,366 Regions Financial shares in Q1 2026, an estimated $254K.
  • Secured Retirement Advisors first reported a position in Regions Financial in Q3 2025 and held it in 2 quarters.
  • Secured Retirement Advisors's Regions Financial position peaked at $254K in Q4 2025.
  • 1,083 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Secured Retirement Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.