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World Investment Advisors’s Regions Financial RF Stock Holding History

World Investment 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 		$990K Buy
37,149
+3,183
+9% +$89.3K 0.02% 703
2026
Q1 		$887K Buy
33,966
+16,111
+90% +$450K 0.01% 757
2025
Q4 		$484K Buy
17,855
+1,790
+11% +$45.7K 0.01% 938
2025
Q3 		$424K Buy
16,065
+39
+0.2% +$1.01K 0.01% 853
2025
Q2 		$380K Buy
16,026
+277
+2% +$5.86K 0.01% 828
2025
Q1 		$345K Sell
15,749
-1,000
-6% -$23.3K 0.01% 822
2024
Q4 		$397K Buy
16,749
+912
+6% +$22.5K 0.01% 726
2024
Q3 		$369K Buy
15,837
+2,010
+15% +$43.9K 0.01% 668
2024
Q2 		$277K Sell
13,827
-848
-6% -$16.4K 0.02% 519
2024
Q1 		$309K Buy
+14,675
New +$277K 0.04% 305
2023
Q4 		– Sell
-11,101
Closed -$194K – 402
2023
Q3 		$194K Hold
11,101
– – 0.04% 253
2023
Q2 		$200K Hold
11,101
– – 0.04% 247
2023
Q1 		$208K Buy
+11,101
New +$242K 0.04% 226
2022
Q4 		– Sell
-11,092
Closed -$225K – 264
2022
Q3 		$225K Hold
11,092
– – 0.05% 212
2022
Q2 		$235K Buy
+11,092
New +$229K 0.05% 231
2021
Q4 		– Sell
-11,487
Closed -$247K – 284
2021
Q3 		$247K Hold
11,487
– – 0.06% 214
2021
Q2 		$234K Hold
11,487
– – 0.05% 221
2021
Q1 		$259K Buy
11,487
+451
+4% +$8.82K 0.06% 191
2020
Q4 		$216K Hold
11,036
– – 0.05% 212
2020
Q3 		$129K Hold
11,036
– – 0.04% 169
2020
Q2 		$132K Sell
11,036
-347
-3% -$3.69K 0.05% 160
2020
Q1 		$104K Hold
11,383
– – 0.05% 129
2019
Q4 		$197K Hold
11,383
– – 0.08% 149
2019
Q3 		$182K Buy
11,383
+5
+0% +$76 0.08% 142
2019
Q2 		$174K Sell
11,378
-1,604
-12% -$23.7K 0.08% 132
2019
Q1 		$184K Sell
12,982
-42
-0.3% -$643 0.08% 118
2018
Q4 		$201K Buy
+13,024
New +$209K 0.09% 144

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

World Investment Advisors's RF Position: Q2 2026 in Review

World Investment Advisors increased its Regions Financial (RF) stake by 9.4% in Q2 2026, buying an estimated $89.3K and bringing the position to 37,149 shares worth $990K. The position accounts for 0.02% of the portfolio, ranked #703.

World Investment Advisors first reported a position in RF in Q4 2018 and has held it in 27 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • World Investment Advisors held 37,149 shares of Regions Financial worth $990K as of Q2 2026.
  • World Investment Advisors bought 3,183 Regions Financial shares in Q2 2026, an estimated $89.3K.
  • Regions Financial made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #703 holding.
  • World Investment Advisors first reported a position in Regions Financial in Q4 2018 and has held it in 27 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.