AWM
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Ameliora Wealth Management’s Regions Financial RF Stock Holding History

Ameliora 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
Q2 		$27.1K Hold
1,000
– – 0.01% 162
2026
Q1 		$27.1K Hold
1,000
– – 0.01% 175
2025
Q4 		$27.1K Hold
1,000
– – 0.01% 174
2025
Q3 		$26.4K Hold
1,000
– – 0.01% 179
2025
Q2 		$21.7K Hold
1,000
– – 0.01% 174
2025
Q1 		$23.5K Hold
1,000
– – 0.01% 185
2024
Q4 		$23.5K Buy
+1,000
New +$24.7K 0.01% 181

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

Ameliora Wealth Management held its Regions Financial (RF) position steady in Q2 2026 at 1,000 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #162.

Ameliora Wealth Management first reported a position in RF in Q4 2024 and has held it in 7 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Ameliora Wealth Management held 1,000 shares of Regions Financial worth $27.1K as of Q2 2026.
  • Ameliora Wealth Management left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up 0.01% of Ameliora Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Ameliora Wealth Management first reported a position in Regions Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.