VFA
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Valeo Financial Advisors’s Regions Financial RF Stock Holding History

Valeo 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
2020
Q1 		– Sell
-1,000
Closed -$17K – 1891
2019
Q4 		$17K Buy
+1,000
New +$16.5K ﹤0.01% 958

Other funds holding RF

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Valeo Financial Advisors's RF Position: Q3 2026 in Review

Valeo Financial Advisors increased its Regions Financial (RF) stake by 5.7% in Q3 2026, buying an estimated $27.4K and bringing the position to 16,748 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #484.

Valeo Financial Advisors first reported a position in RF in Q3 2017 and has held it in 32 quarters since. The position peaked at $557K in Q4 2025. 40 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Valeo Financial Advisors held 16,748 shares of Regions Financial worth $450K as of Q3 2026.
  • Valeo Financial Advisors bought 904 Regions Financial shares in Q3 2026, an estimated $27.4K.
  • Regions Financial made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #484 holding.
  • Valeo Financial Advisors first reported a position in Regions Financial in Q3 2017 and has held it in 32 quarters since.
  • Valeo Financial Advisors's Regions Financial position peaked at $557K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.