AE Wealth Management’s Regions Financial RF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$26.9M Sell
889,195
-162,044
-15% -$4.55M 0.13% 173
2026
Q1
$27.5M Buy
1,051,239
+207,145
+25% +$5.78M 0.15% 155
2025
Q4
$22.9M Sell
844,094
-953
-0.1% -$24.3K 0.13% 170
2025
Q3
$22.3M Buy
845,047
+25,071
+3% +$651K 0.14% 163
2025
Q2
$19.3M Buy
819,976
+16,896
+2% +$358K 0.14% 168
2025
Q1
$17.5M Sell
803,080
-34,681
-4% -$808K 0.15% 170
2024
Q4
$19.7M Buy
837,761
+188,279
+29% +$4.65M 0.17% 142
2024
Q3
$15.2M Buy
649,482
+3,823
+0.6% +$83.6K 0.14% 168
2024
Q2
$12.9M Buy
645,659
+606,129
+1,533% +$11.8M 0.13% 191
2024
Q1
$832K Sell
39,530
-78,373
-66% -$1.48M 0.01% 697
2023
Q4
$2.26M Buy
117,903
+6,313
+6% +$105K 0.01% 861
2023
Q3
$1.92M Buy
111,590
+20,470
+22% +$388K 0.01% 862
2023
Q2
$1.62M Sell
91,120
-39,292
-30% -$694K 0.01% 904
2023
Q1
$2.42M Buy
130,412
+10,647
+9% +$232K 0.02% 730
2022
Q4
$2.58M Buy
119,765
+24,619
+26% +$534K 0.02% 656
2022
Q3
$1.91M Buy
95,146
+23,096
+32% +$488K 0.02% 717
2022
Q2
$1.35M Sell
72,050
-4,340
-6% -$89.6K 0.01% 793
2022
Q1
$1.7M Sell
76,390
-441
-0.6% -$10.4K 0.01% 744
2021
Q4
$1.68M Buy
76,831
+14,871
+24% +$340K 0.01% 757
2021
Q3
$1.32M Buy
61,960
+4,819
+8% +$95.9K 0.01% 782
2021
Q2
$1.15M Sell
57,141
-7,534
-12% -$163K 0.01% 791
2021
Q1
$1.34M Sell
64,675
-9,142
-12% -$179K 0.01% 687
2020
Q4
$1.19M Sell
73,817
-5,187
-7% -$75K 0.01% 661
2020
Q3
$911K Sell
79,004
-10,412
-12% -$116K 0.01% 663
2020
Q2
$994K Buy
89,416
+36,409
+69% +$388K 0.02% 625
2020
Q1
$475K Sell
53,007
-81,961
-61% -$1.15M 0.01% 704
2019
Q4
$2.32M Buy
134,968
+92,867
+221% +$1.53M 0.05% 312
2019
Q3
$666K Buy
42,101
+5,954
+16% +$90K 0.02% 544
2019
Q2
$540K Buy
36,147
+24,438
+209% +$361K 0.02% 562
2019
Q1
$166K Buy
11,709
+381
+3% +$5.84K 0.01% 607
2018
Q4
$152K Buy
11,328
+1,166
+11% +$18.7K 0.03% 451
2018
Q3
$186K Buy
+10,162
New +$191K 0.01% 566

Other funds holding RF

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

AE Wealth Management reduced its Regions Financial (RF) stake by 15% in Q2 2026, selling an estimated $4.55M and leaving 889,195 shares worth $26.9M. The position accounts for 0.13% of the portfolio, ranked #173.

AE Wealth Management first reported a position in RF in Q3 2018 and has held it in 32 quarters since. The position peaked at $27.5M in Q1 2026. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • AE Wealth Management held 889,195 shares of Regions Financial worth $26.9M as of Q2 2026.
  • AE Wealth Management sold 162,044 Regions Financial shares in Q2 2026, an estimated $4.55M.
  • Regions Financial made up 0.13% of AE Wealth Management's portfolio in Q2 2026, its #173 holding.
  • AE Wealth Management first reported a position in Regions Financial in Q3 2018 and has held it in 32 quarters since.
  • AE Wealth Management's Regions Financial position peaked at $27.5M in Q1 2026.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

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