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Strategic Investment Advisors’s Regions Financial RF Stock Holding History

Strategic Investment 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 		$703K Buy
+23,272
New +$653K 0.04% 179
2020
Q4 		– Sell
-10,693
Closed -$123K – 205
2020
Q3 		$123K Buy
+10,693
New +$119K 0.04% 177

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

Strategic Investment Advisors's RF Position: Q2 2026 in Review

Strategic Investment Advisors opened a new position in Regions Financial (RF) in Q2 2026: 23,272 shares worth $703K. The stake represents 0.04% of the portfolio and ranks #179 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in RF as recently as Q3 2020.

Strategic Investment Advisors first reported a position in RF in Q3 2020 and has held it in 2 quarters since. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Strategic Investment Advisors held 23,272 shares of Regions Financial worth $703K as of Q2 2026.
  • Regions Financial was a new Strategic Investment Advisors position in Q2 2026.
  • Regions Financial made up 0.04% of Strategic Investment Advisors's portfolio in Q2 2026, its #179 holding.
  • Strategic Investment Advisors first reported a position in Regions Financial in Q3 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 Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.