VisionPoint Advisory Group’s Regions Financial RF Stock Holding History

VisionPoint Advisory Group’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 Q3	$282K	Sell	10,501 -721	-6%	-$21.8K	0.04%	361
2026 Q2	$339K	Buy	11,222 +156	+1%	+$4.38K	0.06%	328
2026 Q1	$289K	Buy	11,066 +312	+3%	+$8.71K	0.05%	345
2025 Q4	$291K	Buy	10,754 +663	+7%	+$16.9K	0.06%	310
2025 Q3	$266K	Buy	10,091 +253	+3%	+$6.57K	0.05%	318
2025 Q2	$231K	Buy	+9,838	New	+$208K	0.05%	322

Other funds holding RF

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

VisionPoint Advisory Group's RF Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Regions Financial (RF) stake by 6.4% in Q3 2026, selling an estimated $21.8K and leaving 10,501 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #361.

VisionPoint Advisory Group first reported a position in RF in Q2 2025 and has held it in 6 quarters since. The position peaked at $339K in Q2 2026. 259 funds tracked by Wall St. Rank hold RF as of Q3 2026.

VisionPoint Advisory Group held 10,501 shares of Regions Financial worth $282K as of Q3 2026.
VisionPoint Advisory Group sold 721 Regions Financial shares in Q3 2026, an estimated $21.8K.
Regions Financial made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #361 holding.
VisionPoint Advisory Group first reported a position in Regions Financial in Q2 2025 and has held it in 6 quarters since.
VisionPoint Advisory Group's Regions Financial position peaked at $339K in Q2 2026.
259 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.