Abound Wealth Management’s Regions Financial RF Stock Holding History

Abound Wealth Management’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	$429	Sell	14 -232	-94%	-$6.51K	﹤0.01%	971
2026 Q1	$6.43K	Hold	246	–	–	﹤0.01%	673
2025 Q4	$6.67K	Hold	246	–	–	﹤0.01%	598
2025 Q3	$6.49K	Buy	246 +14	+6%	+$364	﹤0.01%	583
2025 Q2	$5.46K	Buy	+232	New	+$4.91K	﹤0.01%	557
2025 Q1	–	Sell	-179	Closed	-$4.21K	–	1321
2024 Q4	$4.21K	Hold	179	–	–	﹤0.01%	564
2024 Q3	$4.18K	Hold	179	–	–	﹤0.01%	578
2024 Q2	$3.59K	Hold	179	–	–	﹤0.01%	555
2024 Q1	$3.77K	Hold	179	–	–	﹤0.01%	584
2023 Q4	$3.47K	Sell	179 -22	-11%	-$365	﹤0.01%	581
2023 Q3	$3.46K	Buy	201 +10	+5%	+$189	﹤0.01%	545
2023 Q2	$3.4K	Buy	191 +12	+7%	+$212	﹤0.01%	569
2023 Q1	$3.32K	Hold	179	–	–	﹤0.01%	503
2022 Q4	$3.86K	Buy	+179	New	+$3.88K	﹤0.01%	397

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 $3.37T AUM 44.26% 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

Abound Wealth Management's RF Position: Q2 2026 in Review

Abound Wealth Management reduced its Regions Financial (RF) stake by 94% in Q2 2026, selling an estimated $6.51K and leaving 14 shares worth $429. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Abound Wealth Management first reported a position in RF in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.67K in Q4 2025. 1,101 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Abound Wealth Management held 14 shares of Regions Financial worth $429 as of Q2 2026.
Abound Wealth Management sold 232 Regions Financial shares in Q2 2026, an estimated $6.51K.
Regions Financial made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #971 holding.
Abound Wealth Management first reported a position in Regions Financial in Q4 2022 and has held it in 14 quarters since.
Abound Wealth Management's Regions Financial position peaked at $6.67K in Q4 2025.
1,101 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.