Allied Private Wealth’s Regions Financial RF Stock Holding History

Allied Private Wealth’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	$37.3K	Buy	+1,252	New	+$35.1K	0.02%	282

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

Allied Private Wealth's RF Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Regions Financial (RF) in Q2 2026: 1,252 shares worth $37.3K. The stake represents 0.02% of the portfolio and ranks #282 among its holdings.

1,105 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Allied Private Wealth held 1,252 shares of Regions Financial worth $37.3K as of Q2 2026.
Regions Financial was a new Allied Private Wealth position in Q2 2026.
Regions Financial made up 0.02% of Allied Private Wealth's portfolio in Q2 2026, its #282 holding.
1,105 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.