AWM
RF icon

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
Q2 		$1.12M Buy
36,975
+392
+1% +$11K 0.06% 217
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 $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
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

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

Aprio Wealth Management increased its Regions Financial (RF) stake by 1.1% in Q2 2026, buying an estimated $11K and bringing the position to 36,975 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #217.

Aprio Wealth Management first reported a position in RF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q4 2025. 1,108 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Aprio Wealth Management held 36,975 shares of Regions Financial worth $1.12M as of Q2 2026.
  • Aprio Wealth Management bought 392 Regions Financial shares in Q2 2026, an estimated $11K.
  • Regions Financial made up 0.06% of Aprio Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Aprio Wealth Management first reported a position in Regions Financial in Q4 2024 and has held it in 7 quarters since.
  • Aprio Wealth Management's Regions Financial position peaked at $1.52M in Q4 2025.
  • 1,108 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

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