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

Aprio 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
Q1 		$956K Sell
36,583
-19,485
-35% -$544K 0.05% 219
2025
Q4 		$1.52M Buy
56,068
+601
+1% +$15.3K 0.09% 148
2025
Q3 		$1.46M Buy
55,467
+196
+0.4% +$5.09K 0.15% 96
2025
Q2 		$1.3M Buy
55,271
+1,206
+2% +$25.5K 0.15% 91
2025
Q1 		$1.17M Buy
54,065
+1,053
+2% +$24.5K 0.15% 95
2024
Q4 		$1.25M Buy
+53,012
New +$1.31M 0.18% 73

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aprio Wealth Management's RF Position: Q1 2026 in Review

Aprio Wealth Management reduced its Regions Financial (RF) stake by 35% in Q1 2026, selling an estimated $544K and leaving 36,583 shares worth $956K. The position accounts for 0.05% of the portfolio, ranked #219.

Aprio Wealth Management first reported a position in RF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.52M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Aprio Wealth Management held 36,583 shares of Regions Financial worth $956K as of Q1 2026.
  • Aprio Wealth Management sold 19,485 Regions Financial shares in Q1 2026, an estimated $544K.
  • Regions Financial made up 0.05% of Aprio Wealth Management's portfolio in Q1 2026, its #219 holding.
  • Aprio Wealth Management first reported a position in Regions Financial in Q4 2024 and has held it in 6 quarters since.
  • Aprio Wealth Management's Regions Financial position peaked at $1.52M in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.