Valeo 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
Q2 | $478K | Buy |
15,844
+598
| +4% | +$16.8K | 0.01% | 466 |
|
|
2026
Q1 | $398K | Sell |
15,246
-5,315
| -26% | -$148K | 0.01% | 466 |
|
|
2025
Q4 | $557K | Buy |
20,561
+1,295
| +7% | +$33.1K | 0.01% | 432 |
|
|
2025
Q3 | $508K | Sell |
19,266
-1,857
| -9% | -$48.2K | 0.01% | 459 |
|
|
2025
Q2 | $497K | Buy |
21,123
+6,855
| +48% | +$145K | 0.01% | 456 |
|
|
2025
Q1 | $310K | Buy |
14,268
+2,478
| +21% | +$57.7K | 0.01% | 527 |
|
|
2024
Q4 | $277K | Sell |
11,790
-6,692
| -36% | -$165K | 0.01% | 571 |
|
|
2024
Q3 | $431K | Buy |
18,482
+45
| +0.2% | +$983 | 0.01% | 443 |
|
|
2024
Q2 | $369K | Sell |
18,437
-4,323
| -19% | -$83.8K | 0.01% | 463 |
|
|
2024
Q1 | $450K | Buy |
22,760
+3,753
| +20% | +$71K | 0.02% | 408 |
|
|
2023
Q4 | $368K | Sell |
19,007
-1,897
| -9% | -$31.5K | 0.01% | 430 |
|
|
2023
Q3 | $360K | Buy |
20,904
+1,475
| +8% | +$27.9K | 0.02% | 412 |
|
|
2023
Q2 | $346K | Sell |
19,429
-6,602
| -25% | -$117K | 0.02% | 397 |
|
|
2023
Q1 | $483K | Buy |
26,031
+8,217
| +46% | +$179K | 0.02% | 346 |
|
|
2022
Q4 | $384K | Buy |
+17,814
| New | +$386K | 0.02% | 330 |
|
|
2022
Q2 | – | Sell |
-13,000
| Closed | -$289K | – | 623 |
|
|
2022
Q1 | $289K | Buy |
+13,000
| New | +$306K | 0.01% | 457 |
|
|
2021
Q2 | – | Sell |
-2,718
| Closed | -$56K | – | 1518 |
|
|
2021
Q1 | $56K | Buy |
2,718
+198
| +8% | +$3.87K | ﹤0.01% | 829 |
|
|
2020
Q4 | $41K | Buy |
2,520
+711
| +39% | +$10.3K | ﹤0.01% | 843 |
|
|
2020
Q3 | $21K | Sell |
1,809
-5,936
| -77% | -$66.2K | ﹤0.01% | 911 |
|
|
2020
Q2 | $86K | Buy |
7,745
+379
| +5% | +$4.03K | 0.01% | 554 |
|
|
2020
Q1 | $76K | Buy |
7,366
+2,766
| +60% | +$38.7K | 0.01% | 487 |
|
|
2019
Q4 | $79K | Buy |
4,600
+1,391
| +43% | +$22.9K | 0.01% | 513 |
|
|
2019
Q3 | $51K | Sell |
3,209
-7,019
| -69% | -$106K | 0.01% | 596 |
|
|
2019
Q2 | $153K | Sell |
10,228
-1,558
| -13% | -$23K | 0.02% | 345 |
|
|
2019
Q1 | $167K | Sell |
11,786
-133
| -1% | -$2.04K | 0.02% | 318 |
|
|
2018
Q4 | $159K | Buy |
11,919
+1,000
| +9% | +$16.1K | 0.02% | 292 |
|
|
2018
Q3 | $183K | Buy |
10,919
+2
| +0% | +$38 | 0.02% | 288 |
|
|
2018
Q2 | $208K | Buy |
10,917
+168
| +2% | +$3.15K | 0.03% | 276 |
|
|
2018
Q1 | $200K | Buy |
10,749
+400
| +4% | +$7.58K | 0.03% | 255 |
|
|
2017
Q4 | $179K | Buy |
10,349
+6,249
| +152% | +$99.9K | 0.03% | 255 |
|
|
2017
Q3 | $62K | Buy |
+4,100
| New | +$58.9K | 0.01% | 373 |
|
Other funds holding RF
Valeo Financial Advisors's RF Position: Q2 2026 in Review
Valeo Financial Advisors increased its Regions Financial (RF) stake by 3.9% in Q2 2026, buying an estimated $16.8K and bringing the position to 15,844 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #466.
Valeo Financial Advisors first reported a position in RF in Q3 2017 and has held it in 31 quarters since. The position peaked at $557K in Q4 2025. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.
- Valeo Financial Advisors held 15,844 shares of Regions Financial worth $478K as of Q2 2026.
- Valeo Financial Advisors bought 598 Regions Financial shares in Q2 2026, an estimated $16.8K.
- Regions Financial made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #466 holding.
- Valeo Financial Advisors first reported a position in Regions Financial in Q3 2017 and has held it in 31 quarters since.
- Valeo Financial Advisors's Regions Financial position peaked at $557K in Q4 2025.
- 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.