Regions Financial Corporation
MX ˙ BMV ˙ US7591EP1005
SecurityMX:RF / Regions Financial Corporation
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership79,403 shares
Latest Disclosed Value $ 2,074,013
Kestra Advisory Services, LLC reports 15.27% increase in ownership of RF / Regions Financial Corporation

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 79,403 shares of Regions Financial Corporation (MX:RF) valued at $2,074,013 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 68,887 shares of Regions Financial Corporation. This represents a change in shares of 15.27% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 79,403 10,516 15.27 2,074 11.15 0.0078
2026-02-13 2025-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 68,887 3,873 5.96 1,867 8.87 0.0077
2025-11-14 2025-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 65,014 1,050 1.64 1,714 13.96 0.0078
2025-08-15 2025-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 63,964 7,099 12.48 1,504 21.78 0.0073
2025-05-14 2025-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 56,865 -6,215 -9.85 1,236 -16.72 0.0060
2025-02-10 2024-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 63,080 6,960 12.40 1,484 13.29 0.0081
2024-11-13 2024-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 56,120 -847 -1.49 1,309 14.72 0.0072
2024-08-14 2024-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 56,967 -5,460 -8.75 1,142 -13.10 0.0064
2024-05-15 2024-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 62,427 19,090 44.05 1,313 56.50 0.0088
2024-02-14 2023-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 43,337 -14,732 -25.37 840 -15.93 0.0068
2023-11-13 2023-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 58,069 -22,994 -28.37 999 -30.89 0.0098
2023-08-11 2023-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 81,063 -9,949 -10.93 1,445 -14.51 0.0145
2023-05-12 2023-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 91,012 -23,037 -20.20 1,689 -31.29 0.0183
2023-01-31 2022-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 114,049 18,203 18.99 2,459 245,700.00 0.0219
2022-11-01 2022-09-30 13F/A-1 REGIONS FINANCIAL CORP COM 7591EP100 95,846 7,456 8.44 2 0.00 0.0206
2022-11-01 2022-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 95,846 7,456 1,924 0.0206
2022-08-12 2022-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 88,390 12,446 16.39 2 0.00 0.0170
2022-07-20 2022-03-31 13F/A-1 REGIONS FINANCIAL CORP COM 7591EP100 75,944 -4,049 -5.06 2 0.00 0.0176
2022-04-26 2022-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 75,944 -4,049 1,691 0.0176
2022-07-25 2021-12-31 13F/A-1 REGIONS FINANCIAL CORP COM 7591EP100 79,993 34,339 75.22 2 -99.90 0.0177
2022-01-20 2021-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 79,993 34,339 1,744 0.0177
2022-07-25 2021-09-30 13F/A-1 REGIONS FINANCIAL CORP COM 7591EP100 45,654 3,346 7.91 1 -100.00 0.0097
2021-10-19 2021-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 45,654 3,346 973 0.0097
2022-07-26 2021-06-30 13F/A-1 REGIONS FINANCIAL CORP COM 7591EP100 42,308 -896 -2.07 1 -100.00 0.0097
2021-07-28 2021-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 42,308 -896 854 0.0097
2022-07-27 2021-03-31 13F/A-1 REGIONS FINANCIAL CORP COM 7591EP100 43,204 -18,609 -30.11 1 -100.00 0.0113
2021-05-10 2021-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 43,204 -18,609 893 0.0113
2022-07-28 2020-12-31 13F/A-1 REGIONS FINANCIAL CORP COM 7591EP100 61,813 27,311 79.16 1 -100.00 0.0114
2021-01-20 2020-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 61,813 27,311 985 0.0114
2022-07-29 2020-09-30 13F/A-1 REGIONS FINANCIAL CORP COM 7591EP100 34,502 34,502 398,000 0.0074
2020-11-12 2020-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 34,502 34,502 398 0.0074
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.