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James T. Borello RIA’s Regions Financial RF Stock Holding History

James T. Borello RIA’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 		$12.7K Buy
473
+2
+0.4% +$61 ﹤0.01% 540
2026
Q2 		$14.2K Buy
471
+75
+19% +$2.1K ﹤0.01% 498
2026
Q1 		$10.3K Buy
+396
New +$11.1K ﹤0.01% 554
2025
Q4 		– Sell
-140
Closed -$3.69K – 1182
2025
Q3 		$3.69K Buy
+140
New +$3.64K ﹤0.01% 557

Other funds holding RF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

James T. Borello RIA's RF Position: Q3 2026 in Review

James T. Borello RIA increased its Regions Financial (RF) stake by 0.42% in Q3 2026, buying an estimated $61 and bringing the position to 473 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

James T. Borello RIA first reported a position in RF in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.2K in Q2 2026. 139 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • James T. Borello RIA held 473 shares of Regions Financial worth $12.7K as of Q3 2026.
  • James T. Borello RIA bought 2 Regions Financial shares in Q3 2026, an estimated $61.
  • Regions Financial made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #540 holding.
  • James T. Borello RIA first reported a position in Regions Financial in Q3 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Regions Financial position peaked at $14.2K in Q2 2026.
  • 139 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.