United Capital Financial Advisors’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.9M | Buy |
72,591
+5,024
| +7% | +$140K | 0.01% | 566 |
|
|
2025
Q4 | $1.83M | Buy |
67,567
+976
| +1% | +$24.9K | 0.01% | 553 |
|
|
2025
Q3 | $1.76M | Sell |
66,591
-812
| -1% | -$21.1K | 0.01% | 498 |
|
|
2025
Q2 | $1.59M | Sell |
67,403
-2,485
| -4% | -$52.6K | 0.01% | 493 |
|
|
2025
Q1 | $1.52M | Buy |
69,888
+874
| +1% | +$20.4K | 0.01% | 475 |
|
|
2024
Q4 | $1.62M | Sell |
69,014
-335
| -0.5% | -$8.28K | 0.01% | 463 |
|
|
2024
Q3 | $1.62M | Buy |
69,349
+832
| +1% | +$18.2K | 0.01% | 456 |
|
|
2024
Q2 | $1.37M | Buy |
68,517
+339
| +0.5% | +$6.58K | 0.01% | 465 |
|
|
2024
Q1 | $1.43M | Buy |
68,178
+4,186
| +7% | +$79.2K | 0.01% | 490 |
|
|
2023
Q4 | $1.24M | Sell |
63,992
-4,623
| -7% | -$76.7K | 0.01% | 506 |
|
|
2023
Q3 | $1.18M | Sell |
68,615
-7,803
| -10% | -$148K | 0.01% | 488 |
|
|
2023
Q2 | $1.36M | Sell |
76,418
-10,099
| -12% | -$178K | 0.01% | 492 |
|
|
2023
Q1 | $1.61M | Sell |
86,517
-19,184
| -18% | -$418K | 0.01% | 483 |
|
|
2022
Q4 | $2.28M | Sell |
105,701
-25,382
| -19% | -$550K | 0.01% | 457 |
|
|
2022
Q3 | $2.63M | Sell |
131,083
-2,457
| -2% | -$51.9K | 0.02% | 424 |
|
|
2022
Q2 | $2.5M | Sell |
133,540
-1,115
| -0.8% | -$23K | 0.01% | 452 |
|
|
2022
Q1 | $3M | Sell |
134,655
-4,555
| -3% | -$107K | 0.01% | 449 |
|
|
2021
Q4 | $3.04M | Sell |
139,210
-37,215
| -21% | -$851K | 0.01% | 459 |
|
|
2021
Q3 | $3.76M | Sell |
176,425
-1,482
| -0.8% | -$29.5K | 0.02% | 416 |
|
|
2021
Q2 | $3.59M | Sell |
177,907
-7,672
| -4% | -$166K | 0.02% | 429 |
|
|
2021
Q1 | $3.83M | Sell |
185,579
-18,426
| -9% | -$360K | 0.02% | 396 |
|
|
2020
Q4 | $3.29M | Buy |
204,005
+26,507
| +15% | +$383K | 0.02% | 415 |
|
|
2020
Q3 | $2.05M | Sell |
177,498
-13,386
| -7% | -$149K | 0.01% | 493 |
|
|
2020
Q2 | $2.12M | Sell |
190,884
-3,026
| -2% | -$32.2K | 0.02% | 503 |
|
|
2020
Q1 | $1.74M | Sell |
193,910
-4,155
| -2% | -$58.2K | 0.01% | 523 |
|
|
2019
Q4 | $3.4M | Buy |
198,065
+18,213
| +10% | +$300K | 0.02% | 490 |
|
|
2019
Q3 | $2.85M | Sell |
179,852
-101,256
| -36% | -$1.53M | 0.02% | 520 |
|
|
2019
Q2 | $4.2M | Buy |
281,108
+161,224
| +134% | +$2.38M | 0.03% | 455 |
|
|
2019
Q1 | $1.7M | Buy |
119,884
+4,171
| +4% | +$63.9K | 0.01% | 639 |
|
|
2018
Q4 | $1.55M | Buy |
115,713
+71,119
| +159% | +$1.14M | 0.01% | 619 |
|
|
2018
Q3 | $818K | Sell |
44,594
-27,890
| -38% | -$525K | 0.01% | 834 |
|
|
2018
Q2 | $1.29M | Sell |
72,484
-840
| -1% | -$15.7K | 0.01% | 703 |
|
|
2018
Q1 | $1.36M | Sell |
73,324
-24,733
| -25% | -$469K | 0.01% | 692 |
|
|
2017
Q4 | $1.69M | Sell |
98,057
-32,310
| -25% | -$517K | 0.01% | 638 |
|
|
2017
Q3 | $1.99M | Buy |
130,367
+250
| +0.2% | +$3.59K | 0.02% | 575 |
|
|
2017
Q2 | $1.91M | Buy |
130,117
+490
| +0.4% | +$6.9K | 0.02% | 589 |
|
|
2017
Q1 | $1.88M | Buy |
129,627
+852
| +0.7% | +$12.6K | 0.02% | 584 |
|
|
2016
Q4 | $1.85M | Sell |
128,775
-32,492
| -20% | -$402K | 0.02% | 583 |
|
|
2016
Q3 | $1.59M | Sell |
161,267
-208
| -0.1% | -$1.95K | 0.02% | 647 |
|
|
2016
Q2 | $1.45M | Sell |
161,475
-3,695
| -2% | -$33.5K | 0.01% | 631 |
|
|
2016
Q1 | $1.3M | Sell |
165,170
-836
| -0.5% | -$6.72K | 0.01% | 636 |
|
|
2015
Q4 | $1.59M | Buy |
166,006
+6,426
| +4% | +$61.7K | 0.02% | 588 |
|
|
2015
Q3 | $1.44M | Buy |
159,580
+1,455
| +0.9% | +$14.4K | 0.02% | 599 |
|
|
2015
Q2 | $1.64M | Buy |
158,125
+96,729
| +158% | +$974K | 0.02% | 615 |
|
|
2015
Q1 | $604K | Buy |
61,396
+37,622
| +158% | +$356K | 0.01% | 835 |
|
|
2014
Q4 | $251K | Buy |
23,774
+9,687
| +69% | +$96.8K | ﹤0.01% | 1027 |
|
|
2014
Q3 | $141K | Buy |
+14,087
| New | +$144K | ﹤0.01% | 1067 |
|
|
2014
Q2 | – | Sell |
-13,177
| Closed | -$146K | – | 901 |
|
|
2014
Q1 | $146K | Buy |
13,177
+1,345
| +11% | +$14.2K | ﹤0.01% | 896 |
|
|
2013
Q4 | $117K | Sell |
11,832
-56,438
| -83% | -$543K | ﹤0.01% | 628 |
|
|
2013
Q3 | $632K | Buy |
+68,270
| New | +$669K | 0.02% | 405 |
|
Other funds holding RF
VCM
VPM
United Capital Financial Advisors's RF Position: Q1 2026 in Review
United Capital Financial Advisors increased its Regions Financial (RF) stake by 7.4% in Q1 2026, buying an estimated $140K and bringing the position to 72,591 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #566.
United Capital Financial Advisors first reported a position in RF in Q3 2013 and has held it in 50 quarters since. The position peaked at $4.2M in Q2 2019. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.
- United Capital Financial Advisors held 72,591 shares of Regions Financial worth $1.9M as of Q1 2026.
- United Capital Financial Advisors bought 5,024 Regions Financial shares in Q1 2026, an estimated $140K.
- Regions Financial made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #566 holding.
- United Capital Financial Advisors first reported a position in Regions Financial in Q3 2013 and has held it in 50 quarters since.
- United Capital Financial Advisors's Regions Financial position peaked at $4.2M in Q2 2019.
- 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.