Arista Wealth Management’s Regions Financial RF Stock Holding History

Arista 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	$581K	Hold	19,251	–	–	0.06%	154
2026 Q1	$503K	Hold	19,251	–	–	0.06%	159
2025 Q4	$522K	Hold	19,251	–	–	0.06%	134
2025 Q3	$508K	Hold	19,251	–	–	0.06%	146
2025 Q2	$453K	Buy	19,251 +9,251	+93%	+$196K	0.06%	154
2025 Q1	$217K	Hold	10,000	–	–	0.05%	63
2024 Q4	$235K	Hold	10,000	–	–	0.06%	61
2024 Q3	$233K	Hold	10,000	–	–	0.06%	61
2024 Q2	$200K	Buy	+10,000	New	+$194K	0.05%	64
2024 Q1	–	Sell	-10,000	Closed	-$194K	–	50
2023 Q4	$194K	Buy	+10,000	New	+$166K	0.07%	54
2023 Q3	–	Sell	-10,000	Closed	-$178K	–	58
2023 Q2	$178K	Hold	10,000	–	–	0.07%	60
2023 Q1	$186K	Hold	10,000	–	–	0.1%	60
2022 Q4	$216K	Buy	+10,000	New	+$217K	0.14%	60

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

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

Arista Wealth Management held its Regions Financial (RF) position steady in Q2 2026 at 19,251 shares worth $581K. The position accounts for 0.06% of the portfolio, ranked #154.

Arista Wealth Management first reported a position in RF in Q4 2022 and has held it in 13 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Arista Wealth Management held 19,251 shares of Regions Financial worth $581K as of Q2 2026.
Arista Wealth Management left its Regions Financial share count unchanged in Q2 2026.
Regions Financial made up 0.06% of Arista Wealth Management's portfolio in Q2 2026, its #154 holding.
Arista Wealth Management first reported a position in Regions Financial in Q4 2022 and has held it in 13 quarters since.
1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

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