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Westover Capital Advisors’s Regions Financial RF Stock Holding History

Westover Capital 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
2026
Q2 		$348K Buy
11,514
+2,025
+21% +$56.8K 0.06% 192
2026
Q1 		$248K Hold
9,489
– – 0.05% 215
2025
Q4 		$257K Buy
+9,489
New +$242K 0.05% 206

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Westover Capital Advisors's RF Position: Q2 2026 in Review

Westover Capital Advisors increased its Regions Financial (RF) stake by 21% in Q2 2026, buying an estimated $56.8K and bringing the position to 11,514 shares worth $348K. The position accounts for 0.06% of the portfolio, ranked #192.

Westover Capital Advisors first reported a position in RF in Q4 2025 and has held it in 3 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Westover Capital Advisors held 11,514 shares of Regions Financial worth $348K as of Q2 2026.
  • Westover Capital Advisors bought 2,025 Regions Financial shares in Q2 2026, an estimated $56.8K.
  • Regions Financial made up 0.06% of Westover Capital Advisors's portfolio in Q2 2026, its #192 holding.
  • Westover Capital Advisors first reported a position in Regions Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.