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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abundance Wealth Counselors's RF Position: Q1 2026 in Review

Abundance Wealth Counselors reduced its Regions Financial (RF) stake by 2.1% in Q1 2026, selling an estimated $31.4K and leaving 52,649 shares worth $1.38M. The position accounts for 0.2% of the portfolio, ranked #78.

Abundance Wealth Counselors first reported a position in RF in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.46M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Abundance Wealth Counselors held 52,649 shares of Regions Financial worth $1.38M as of Q1 2026.
Abundance Wealth Counselors sold 1,126 Regions Financial shares in Q1 2026, an estimated $31.4K.
Regions Financial made up 0.2% of Abundance Wealth Counselors's portfolio in Q1 2026, its #78 holding.
Abundance Wealth Counselors first reported a position in Regions Financial in Q1 2022 and has held it in 9 quarters since.
Abundance Wealth Counselors's Regions Financial position peaked at $1.46M in Q4 2025.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.