Steward Partners Investment Advisory, LLC
Position in RF — Regions Financial Corp
CIK 1723397
STAMFORD, CT
Position in RF
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,138,318
+$482,735 QoQ
Shares Held
120,150
+22.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $52,905,740 across 94 Banks - Regional names. RF ranks #8 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
134,298 | $6,173,679 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
2,867 | $5,403,320 | |
| 3 | HWC |
Hancock Whitney Corp
|
75,095 | $4,775,291 | |
| 4 | NU |
Nu Holdings Ltd.
|
298,064 | $4,283,179 | |
| 5 | FITB |
Fifth Third Bancorp
|
89,816 | $4,172,851 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
18,342 | $3,816,786 | |
| 7 | USB |
US Bancorp De
|
62,626 | $3,257,178 | |
| 8 | RF |
Regions Financial Corp
This page
|
120,150 | $3,138,318 |
All Filings in RF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,138,318 | 120,150 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,655,583 | 97,992 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,017,832 | 76,520 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,585,224 | 67,399 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,309,015 | 60,240 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,246,889 | 53,014 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $857,214 | 36,743 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $321,441 | 16,040 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $342,573 | 16,282 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $196,048 | 10,116 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $172,619 | 10,036 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $174,297 | 9,781 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $200,967 | 10,828 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $845,410 | 39,212 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $739,659 | 36,854 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $562,968 | 30,025 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $555,676 | 24,963 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $415,355 | 19,053 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $378,359 | 17,755 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $349,557 | 17,322 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $407,063 | 19,703 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $260,821 | 16,180 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $275,440 | 23,889 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $79,196 | 7,122 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $62,637 | 6,983 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||