Westbourne Investment 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 | $233K | Sell |
7,700
-300
| -4% | -$8.42K | 0.06% | 106 |
|
|
2026
Q1 | $209K | Sell |
8,000
-150
| -2% | -$4.19K | 0.06% | 109 |
|
|
2025
Q4 | $221K | Hold |
8,150
| – | – | 0.06% | 109 |
|
|
2025
Q3 | $215K | Buy |
+8,150
| New | +$212K | 0.06% | 110 |
|
|
2025
Q1 | – | Sell |
-8,650
| Closed | -$203K | – | 85 |
|
|
2024
Q4 | $203K | Hold |
8,650
| – | – | 0.07% | 84 |
|
|
2024
Q3 | $202K | Buy |
+8,650
| New | +$189K | 0.07% | 90 |
|
|
2023
Q2 | – | Sell |
-10,550
| Closed | -$196K | – | 92 |
|
|
2023
Q1 | $196K | Sell |
10,550
-500
| -5% | -$10.9K | 0.09% | 90 |
|
|
2022
Q4 | $238K | Sell |
11,050
-3,625
| -25% | -$78.6K | 0.12% | 83 |
|
|
2022
Q3 | $295K | Hold |
14,675
| – | – | 0.16% | 76 |
|
|
2022
Q2 | $275K | Hold |
14,675
| – | – | 0.17% | 69 |
|
|
2022
Q1 | $327K | Sell |
14,675
-300
| -2% | -$7.06K | 0.14% | 76 |
|
|
2021
Q4 | $326K | Hold |
14,975
| – | – | 0.13% | 78 |
|
|
2021
Q3 | $319K | Hold |
14,975
| – | – | 0.15% | 69 |
|
|
2021
Q2 | $302K | Hold |
14,975
| – | – | 0.14% | 71 |
|
|
2021
Q1 | $309K | Sell |
14,975
-7,175
| -32% | -$140K | 0.15% | 68 |
|
|
2020
Q4 | $357K | Buy |
+22,150
| New | +$320K | 0.21% | 61 |
|
|
2020
Q2 | – | Sell |
-64,155
| Closed | -$575K | – | 75 |
|
|
2020
Q1 | $575K | Sell |
64,155
-9,850
| -13% | -$138K | 0.53% | 48 |
|
|
2019
Q4 | $1.27M | Sell |
74,005
-14,335
| -16% | -$236K | 0.87% | 34 |
|
|
2019
Q3 | $1.4M | Sell |
88,340
-2,250
| -2% | -$34K | 1.04% | 27 |
|
|
2019
Q2 | $1.35M | Buy |
90,590
+1,850
| +2% | +$27.3K | 1.1% | 26 |
|
|
2019
Q1 | $1.26M | Buy |
88,740
+6,335
| +8% | +$97K | 0.96% | 29 |
|
|
2018
Q4 | $1.1M | Buy |
82,405
+4,925
| +6% | +$79.1K | 0.95% | 33 |
|
|
2018
Q3 | $1.42M | Sell |
77,480
-465
| -0.6% | -$8.75K | 1.03% | 28 |
|
|
2018
Q2 | $1.39M | Buy |
77,945
+850
| +1% | +$15.9K | 1.19% | 24 |
|
|
2018
Q1 | $1.43M | Sell |
77,095
-1,865
| -2% | -$35.3K | 1.15% | 25 |
|
|
2017
Q4 | $1.36M | Buy |
78,960
+3,770
| +5% | +$60.3K | 1.03% | 30 |
|
|
2017
Q3 | $1.15M | Buy |
75,190
+38,315
| +104% | +$551K | 0.89% | 40 |
|
|
2017
Q2 | $540K | Buy |
36,875
+1,125
| +3% | +$15.8K | 0.44% | 60 |
|
|
2017
Q1 | $519K | Buy |
35,750
+19,785
| +124% | +$292K | 0.43% | 62 |
|
|
2016
Q4 | $229K | Buy |
15,965
+3,415
| +27% | +$42.2K | 0.2% | 91 |
|
|
2016
Q3 | $124K | Sell |
12,550
-4,250
| -25% | -$39.8K | 0.11% | 103 |
|
|
2016
Q2 | $143K | Buy |
16,800
+300
| +2% | +$2.72K | 0.13% | 116 |
|
|
2016
Q1 | $130K | Buy |
16,500
+1,800
| +12% | +$14.5K | 0.12% | 98 |
|
|
2015
Q4 | $141K | Buy |
14,700
+4,050
| +38% | +$38.9K | 0.14% | 99 |
|
|
2015
Q3 | $96K | Buy |
+10,650
| New | +$105K | 0.1% | 103 |
|
Other funds holding RF
Westbourne Investment Advisors's RF Position: Q2 2026 in Review
Westbourne Investment Advisors reduced its Regions Financial (RF) stake by 3.8% in Q2 2026, selling an estimated $8.42K and leaving 7,700 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #106.
Westbourne Investment Advisors first reported a position in RF in Q3 2015 and has held it in 35 quarters since. The position peaked at $1.43M in Q1 2018. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.
- Westbourne Investment Advisors held 7,700 shares of Regions Financial worth $233K as of Q2 2026.
- Westbourne Investment Advisors sold 300 Regions Financial shares in Q2 2026, an estimated $8.42K.
- Regions Financial made up 0.06% of Westbourne Investment Advisors's portfolio in Q2 2026, its #106 holding.
- Westbourne Investment Advisors first reported a position in Regions Financial in Q3 2015 and has held it in 35 quarters since.
- Westbourne Investment Advisors's Regions Financial position peaked at $1.43M in Q1 2018.
- 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.
Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.