XML Financial’s Regions Financial RF Stock Holding History

XML Financial’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	$827K	Sell	27,375 -300	-1%	-$8.42K	0.06%	209
2026 Q1	$723K	Hold	27,675	–	–	0.06%	219
2025 Q4	$750K	Sell	27,675 -5,300	-16%	-$135K	0.06%	210
2025 Q3	$870K	Sell	32,975 -2,500	-7%	-$64.9K	0.07%	188
2025 Q2	$834K	Sell	35,475 -1,025	-3%	-$21.7K	0.07%	191
2025 Q1	$793K	Sell	36,500 -2,000	-5%	-$46.6K	0.07%	186
2024 Q4	$906K	Sell	38,500 -250	-0.6%	-$6.18K	0.08%	182
2024 Q3	$904K	Sell	38,750 -9,250	-19%	-$202K	0.08%	183
2024 Q2	$962K	Sell	48,000 -2,500	-5%	-$48.5K	0.1%	169
2024 Q1	$1.06M	Sell	50,500 -6,750	-12%	-$128K	0.11%	158
2023 Q4	$1.11M	Sell	57,250 -400	-0.7%	-$6.64K	0.12%	152
2023 Q3	$992K	Sell	57,650 -3,000	-5%	-$56.8K	0.12%	153
2023 Q2	$1.08M	Sell	60,650 -1,250	-2%	-$22.1K	0.13%	152
2023 Q1	$1.15M	Hold	61,900	–	–	0.14%	142
2022 Q4	$1.33M	Sell	61,900 -150	-0.2%	-$3.25K	0.17%	129
2022 Q3	$1.24M	Buy	+62,050	New	+$1.31M	0.17%	125
2022 Q2	–	Sell	-61,800	Closed	-$1.38M	–	311
2022 Q1	$1.38M	Buy	61,800 +400	+0.7%	+$9.41K	0.16%	131
2021 Q4	$1.34M	Hold	61,400	–	–	0.16%	133
2021 Q3	$1.31M	Buy	+61,400	New	+$1.22M	0.17%	127

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 $3.38T AUM 44.17% 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

XML Financial's RF Position: Q2 2026 in Review

XML Financial reduced its Regions Financial (RF) stake by 1.1% in Q2 2026, selling an estimated $8.42K and leaving 27,375 shares worth $827K. The position accounts for 0.06% of the portfolio, ranked #209.

XML Financial first reported a position in RF in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.38M in Q1 2022. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

XML Financial held 27,375 shares of Regions Financial worth $827K as of Q2 2026.
XML Financial sold 300 Regions Financial shares in Q2 2026, an estimated $8.42K.
Regions Financial made up 0.06% of XML Financial's portfolio in Q2 2026, its #209 holding.
XML Financial first reported a position in Regions Financial in Q3 2021 and has held it in 19 quarters since.
XML Financial's Regions Financial position peaked at $1.38M in Q1 2022.
1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.