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

Apollon 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 		$858K Sell
28,426
-886
-3% -$24.9K 0.01% 789
2026
Q1 		$766K Buy
29,312
+5,192
+22% +$145K 0.01% 700
2025
Q4 		$654K Buy
24,120
+897
+4% +$22.9K 0.01% 732
2025
Q3 		$612K Buy
23,223
+4,692
+25% +$122K 0.01% 753
2025
Q2 		$436K Sell
18,531
-889
-5% -$18.8K 0.01% 849
2025
Q1 		$422K Sell
19,420
-954
-5% -$22.2K 0.01% 822
2024
Q4 		$479K Buy
20,374
+87
+0.4% +$2.15K 0.01% 776
2024
Q3 		$473K Buy
20,287
+3,863
+24% +$84.4K 0.01% 741
2024
Q2 		$329K Buy
16,424
+3,768
+30% +$73.1K 0.01% 822
2024
Q1 		$266K Buy
12,656
+1,013
+9% +$19.2K 0.01% 914
2023
Q4 		$226K Buy
+11,643
New +$193K 0.01% 956
2020
Q3 		– Sell
-882
Closed -$10K – 570
2020
Q2 		$10K Buy
+882
New +$9.39K 0.01% 500

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 $3.38T AUM 44.17% 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

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

Apollon Wealth Management reduced its Regions Financial (RF) stake by 3% in Q2 2026, selling an estimated $24.9K and leaving 28,426 shares worth $858K. The position accounts for 0.01% of the portfolio, ranked #789.

Apollon Wealth Management first reported a position in RF in Q2 2020 and has held it in 12 quarters since. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Apollon Wealth Management held 28,426 shares of Regions Financial worth $858K as of Q2 2026.
  • Apollon Wealth Management sold 886 Regions Financial shares in Q2 2026, an estimated $24.9K.
  • Regions Financial made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #789 holding.
  • Apollon Wealth Management first reported a position in Regions Financial in Q2 2020 and has held it in 12 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.