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Sequoia Financial Advisors’s Regions Financial RF Stock Holding History

Sequoia Financial 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
Q2 		$2.07M Buy
68,468
+7,227
+12% +$203K 0.01% 631
2026
Q1 		$1.6M Buy
61,241
+13,229
+28% +$369K 0.01% 688
2025
Q4 		$1.3M Buy
48,012
+16,783
+54% +$429K 0.01% 762
2025
Q3 		$824K Sell
31,229
-1,148
-4% -$29.8K 0.01% 883
2025
Q2 		$762K Buy
32,377
+8,833
+38% +$187K 0.01% 808
2025
Q1 		$512K Sell
23,544
-956
-4% -$22.3K ﹤0.01% 846
2024
Q4 		$576K Buy
24,500
+4,233
+21% +$105K 0.01% 753
2024
Q3 		$473K Buy
20,267
+545
+3% +$11.9K 0.01% 771
2024
Q2 		$395K Buy
19,722
+2,157
+12% +$41.8K ﹤0.01% 782
2024
Q1 		$370K Sell
17,565
-4,821
-22% -$91.2K ﹤0.01% 789
2023
Q4 		$434K Buy
+22,386
New +$371K 0.01% 782

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

Sequoia Financial Advisors's RF Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Regions Financial (RF) stake by 12% in Q2 2026, buying an estimated $203K and bringing the position to 68,468 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #631.

Sequoia Financial Advisors first reported a position in RF in Q4 2023 and has held it in 11 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Sequoia Financial Advisors held 68,468 shares of Regions Financial worth $2.07M as of Q2 2026.
  • Sequoia Financial Advisors bought 7,227 Regions Financial shares in Q2 2026, an estimated $203K.
  • Regions Financial made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #631 holding.
  • Sequoia Financial Advisors first reported a position in Regions Financial in Q4 2023 and has held it in 11 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.