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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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. 535 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.
  • 535 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.