Accurate Wealth Management
RF icon

Accurate Wealth Management’s Regions Financial RF Stock Holding History

Accurate 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
Q3 		$397K Buy
14,687
+5,375
+58% +$163K 0.03% 425
2026
Q2 		$288K Buy
9,312
+763
+9% +$21.4K 0.03% 469
2026
Q1 		$236K Buy
+8,549
New +$239K 0.03% 475
2023
Q1 		– Sell
-4,121
Closed -$90.8K – 1151
2022
Q4 		$90.8K Buy
+4,121
New +$89.4K 0.03% 323

Other funds holding RF

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Accurate Wealth Management's RF Position: Q3 2026 in Review

Accurate Wealth Management increased its Regions Financial (RF) stake by 58% in Q3 2026, buying an estimated $163K and bringing the position to 14,687 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #425.

Accurate Wealth Management first reported a position in RF in Q4 2022 and has held it in 4 quarters since. 808 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Accurate Wealth Management held 14,687 shares of Regions Financial worth $397K as of Q3 2026.
  • Accurate Wealth Management bought 5,375 Regions Financial shares in Q3 2026, an estimated $163K.
  • Regions Financial made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #425 holding.
  • Accurate Wealth Management first reported a position in Regions Financial in Q4 2022 and has held it in 4 quarters since.
  • 808 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.