Abundance Wealth Counselors’s Regions Financial RF Stock Holding History

Abundance Wealth Counselors’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	$3.16M	Buy	104,722 +52,073	+99%	+$1.46M	0.21%	66
2026 Q1	$1.38M	Sell	52,649 -1,126	-2%	-$31.4K	0.2%	78
2025 Q4	$1.46M	Buy	53,775 +871	+2%	+$22.2K	0.25%	67
2025 Q3	$1.4M	Sell	52,904 -268	-0.5%	-$6.96K	0.24%	73
2025 Q2	$1.25M	Buy	+53,172	New	+$1.13M	0.23%	76
2023 Q2	–	Sell	-62,587	Closed	-$1.16M	–	129
2023 Q1	$1.16M	Buy	62,587 +43,435	+227%	+$946K	0.29%	55
2022 Q4	$413K	Buy	19,152 +3,101	+19%	+$67.2K	0.11%	104
2022 Q3	$322K	Buy	16,051 +1,442	+10%	+$30.4K	0.09%	106
2022 Q2	$274K	Buy	14,609 +2,555	+21%	+$52.7K	0.07%	117
2022 Q1	$268K	Buy	+12,054	New	+$284K	0.07%	124

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

Abundance Wealth Counselors's RF Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Regions Financial (RF) stake by 99% in Q2 2026, buying an estimated $1.46M and bringing the position to 104,722 shares worth $3.16M. The position accounts for 0.21% of the portfolio, ranked #66.

Abundance Wealth Counselors first reported a position in RF in Q1 2022 and has held it in 10 quarters since. 1,108 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Abundance Wealth Counselors held 104,722 shares of Regions Financial worth $3.16M as of Q2 2026.
Abundance Wealth Counselors bought 52,073 Regions Financial shares in Q2 2026, an estimated $1.46M.
Regions Financial made up 0.21% of Abundance Wealth Counselors's portfolio in Q2 2026, its #66 holding.
Abundance Wealth Counselors first reported a position in Regions Financial in Q1 2022 and has held it in 10 quarters since.
1,108 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.