Steel Grove Capital Advisors’s Regions Financial RF Stock Holding History

Steel Grove Capital 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	$270K	Hold	8,941	–	–	0.03%	190
2026 Q1	$234K	Buy	8,941 +11	+0.1%	+$307	0.02%	196
2025 Q4	$242K	Buy	+8,930	New	+$228K	0.03%	174
2022 Q1	–	Sell	-11,035	Closed	-$241K	–	161
2021 Q4	$241K	Hold	11,035	–	–	0.05%	131
2021 Q3	$235K	Hold	11,035	–	–	0.05%	128
2021 Q2	$223K	Hold	11,035	–	–	0.06%	126
2021 Q1	$228K	Buy	+11,035	New	+$216K	0.07%	118
2019 Q1	–	Sell	-198,176	Closed	-$2.68M	–	241
2018 Q4	$2.68M	Buy	198,176 +102,933	+108%	+$1.65M	0.38%	79
2018 Q3	$1.76M	Buy	95,243 +733	+0.8%	+$13.8K	0.25%	90
2018 Q2	$1.69M	Buy	94,510 +2,330	+3%	+$43.6K	0.27%	85
2018 Q1	$1.72M	Buy	92,180 +3,068	+3%	+$58.1K	0.27%	85
2017 Q4	$1.55M	Buy	89,112 +71,884	+417%	+$1.15M	0.23%	91
2017 Q3	$262K	Buy	17,228 +1,200	+7%	+$17.3K	0.05%	241
2017 Q2	$235K	Buy	+16,028	New	+$226K	0.04%	245
2015 Q4	–	Sell	-10,156	Closed	-$92K	–	210
2015 Q3	$92K	Buy	10,156 +29	+0.3%	+$287	0.02%	181
2015 Q2	$106K	Buy	+10,127	New	+$102K	0.02%	179

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

Steel Grove Capital Advisors's RF Position: Q2 2026 in Review

Steel Grove Capital Advisors held its Regions Financial (RF) position steady in Q2 2026 at 8,941 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #190.

Steel Grove Capital Advisors first reported a position in RF in Q2 2015 and has held it in 16 quarters since. The position peaked at $2.68M in Q4 2018. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Steel Grove Capital Advisors held 8,941 shares of Regions Financial worth $270K as of Q2 2026.
Steel Grove Capital Advisors left its Regions Financial share count unchanged in Q2 2026.
Regions Financial made up 0.03% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #190 holding.
Steel Grove Capital Advisors first reported a position in Regions Financial in Q2 2015 and has held it in 16 quarters since.
Steel Grove Capital Advisors's Regions Financial position peaked at $2.68M in Q4 2018.
1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.