AWA
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Arkadios Wealth Advisors’s Regions Financial RF Stock Holding History

Arkadios Wealth Advisors’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 		$543K Buy
20,784
+8,667
+72% +$242K 0.01% 1070
2025
Q4 		$328K Buy
12,117
+318
+3% +$8.12K 0.01% 1203
2025
Q3 		$311K Buy
+11,799
New +$306K 0.01% 1142
2024
Q3 		– Sell
-10,063
Closed -$202K – 968
2024
Q2 		$202K Buy
+10,063
New +$195K 0.01% 770
2020
Q2 		– Sell
-118
Closed -$1.06K – 1108
2020
Q1 		$1.06K Buy
118
+26
+28% +$364 ﹤0.01% 969
2019
Q4 		$1.53K Buy
+92
New +$1.51K ﹤0.01% 844

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

Arkadios Wealth Advisors's RF Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Regions Financial (RF) stake by 72% in Q1 2026, buying an estimated $242K and bringing the position to 20,784 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #1070.

Arkadios Wealth Advisors first reported a position in RF in Q4 2019 and has held it in 6 quarters since. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Arkadios Wealth Advisors held 20,784 shares of Regions Financial worth $543K as of Q1 2026.
  • Arkadios Wealth Advisors bought 8,667 Regions Financial shares in Q1 2026, an estimated $242K.
  • Regions Financial made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1070 holding.
  • Arkadios Wealth Advisors first reported a position in Regions Financial in Q4 2019 and has held it in 6 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.