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Transamerica Financial Advisors’s Regions Financial RF Stock Holding History

Transamerica 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 		$112K Buy
3,718
+557
+18% +$15.6K 0.01% 550
2026
Q1 		$82.7K Buy
3,161
+283
+10% +$7.9K 0.01% 562
2025
Q4 		$78.1K Buy
2,878
+2,007
+230% +$51.3K 0.01% 486
2025
Q3 		$23.1K Buy
871
+529
+155% +$13.7K ﹤0.01% 575
2025
Q2 		$8.04K Buy
342
+92
+37% +$1.95K ﹤0.01% 351
2025
Q1 		$6K Buy
250
+234
+1,463% +$5.45K ﹤0.01% 359
2024
Q4 		$1K Sell
16
-38
-70% -$939 ﹤0.01% 527
2024
Q3 		$2K Sell
54
-4,596
-99% -$100K ﹤0.01% 410
2024
Q2 		$94K Hold
4,650
– – 0.01% 241
2024
Q1 		$98K Sell
4,650
-148
-3% -$2.8K 0.01% 261
2023
Q4 		$93K Sell
4,798
-890
-16% -$14.8K 0.01% 274
2023
Q3 		$98K Buy
5,688
+140
+3% +$2.65K 0.01% 252
2023
Q2 		$99K Sell
5,548
-627
-10% -$11.1K 0.01% 251
2023
Q1 		$115K Buy
6,175
+8
+0.1% +$174 0.02% 257
2022
Q4 		$133K Buy
6,167
+843
+16% +$18.3K 0.02% 249
2022
Q3 		$107K Buy
5,324
+451
+9% +$9.52K 0.02% 244
2022
Q2 		$92K Buy
+4,873
New +$101K 0.01% 249
2020
Q3 		– Sell
-469
Closed -$6K – 413
2020
Q2 		$6K Buy
+469
New +$4.99K ﹤0.01% 285
2019
Q3 		– Sell
-17
Closed -$1K – 427
2019
Q2 		$1K Buy
+17
New +$251 ﹤0.01% 511

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

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

Transamerica Financial Advisors increased its Regions Financial (RF) stake by 18% in Q2 2026, buying an estimated $15.6K and bringing the position to 3,718 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #550.

Transamerica Financial Advisors first reported a position in RF in Q2 2019 and has held it in 19 quarters since. The position peaked at $133K in Q4 2022. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Transamerica Financial Advisors held 3,718 shares of Regions Financial worth $112K as of Q2 2026.
  • Transamerica Financial Advisors bought 557 Regions Financial shares in Q2 2026, an estimated $15.6K.
  • Regions Financial made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #550 holding.
  • Transamerica Financial Advisors first reported a position in Regions Financial in Q2 2019 and has held it in 19 quarters since.
  • Transamerica Financial Advisors's Regions Financial position peaked at $133K in Q4 2022.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

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