AWA
RF icon

Acumen Wealth Advisors’s Regions Financial RF Stock Holding History

Acumen Wealth Advisors’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 		$123K Hold
4,025
– – 0.03% 117
2026
Q1 		$107K Sell
4,025
-1,595
-28% -$44.5K 0.03% 123
2025
Q4 		$154K Buy
+5,620
New +$144K 0.04% 81

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acumen Wealth Advisors's RF Position: Q2 2026 in Review

Acumen Wealth Advisors held its Regions Financial (RF) position steady in Q2 2026 at 4,025 shares worth $123K. The position accounts for 0.03% of the portfolio, ranked #117.

Acumen Wealth Advisors first reported a position in RF in Q4 2025 and has held it in 3 quarters since. The position peaked at $154K in Q4 2025. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Acumen Wealth Advisors held 4,025 shares of Regions Financial worth $123K as of Q2 2026.
  • Acumen Wealth Advisors left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up 0.03% of Acumen Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • Acumen Wealth Advisors first reported a position in Regions Financial in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Regions Financial position peaked at $154K in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.