Valley National Advisers’s Regions Financial RF Stock Holding History

Valley National Advisers’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	$1.45K	Buy	48 +7	+17%	+$196	﹤0.01%	838
2026 Q1	$1K	Buy	+41	New	+$1.15K	﹤0.01%	850
2024 Q3	–	Sell	-60	Closed	-$1K	–	1059
2024 Q2	$1K	Hold	60	–	–	﹤0.01%	1114
2024 Q1	$1K	Buy	+60	New	+$1.14K	﹤0.01%	1148
2023 Q4	–	Sell	-150	Closed	-$3K	–	1265
2023 Q3	$3K	Buy	150 +70	+88%	+$1.33K	﹤0.01%	776
2023 Q2	$2K	Buy	+80	New	+$1.41K	﹤0.01%	812
2020 Q2	–	Sell	-170	Closed	-$2K	–	843
2020 Q1	$2K	Hold	170	–	–	﹤0.01%	647
2019 Q4	$3K	Hold	170	–	–	﹤0.01%	658
2019 Q3	$3K	Hold	170	–	–	﹤0.01%	643
2019 Q2	$3K	Hold	170	–	–	﹤0.01%	614
2019 Q1	$2K	Hold	170	–	–	﹤0.01%	657
2018 Q4	$2K	Buy	+170	New	+$2.73K	﹤0.01%	658
2018 Q2	–	Sell	-87	Closed	-$2K	–	702
2018 Q1	$2K	Hold	87	–	–	﹤0.01%	553
2017 Q4	$2K	Hold	87	–	–	﹤0.01%	564
2017 Q3	$1K	Buy	+87	New	+$1.25K	﹤0.01%	618
2017 Q1	–	Sell	-174	Closed	-$2K	–	655
2016 Q4	$2K	Hold	174	–	–	﹤0.01%	567
2016 Q3	$2K	Hold	174	–	–	﹤0.01%	540
2016 Q2	$1K	Hold	174	–	–	﹤0.01%	580
2016 Q1	$1K	Hold	174	–	–	﹤0.01%	566
2015 Q4	$2K	Hold	174	–	–	﹤0.01%	536
2015 Q3	$2K	Hold	174	–	–	﹤0.01%	532
2015 Q2	$2K	Hold	174	–	–	﹤0.01%	541
2015 Q1	$2K	Buy	+174	New	+$1.65K	﹤0.01%	504

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valley National Advisers's RF Position: Q2 2026 in Review

Valley National Advisers increased its Regions Financial (RF) stake by 17% in Q2 2026, buying an estimated $196 and bringing the position to 48 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Valley National Advisers first reported a position in RF in Q1 2015 and has held it in 23 quarters since. The position peaked at $3K in Q3 2023. 1,101 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Valley National Advisers held 48 shares of Regions Financial worth $1.45K as of Q2 2026.
Valley National Advisers bought 7 Regions Financial shares in Q2 2026, an estimated $196.
Regions Financial made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #838 holding.
Valley National Advisers first reported a position in Regions Financial in Q1 2015 and has held it in 23 quarters since.
Valley National Advisers's Regions Financial position peaked at $3K in Q3 2023.
1,101 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.