APW
RF icon

Aventura Private Wealth’s Regions Financial RF Stock Holding History

Aventura Private Wealth’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 		$1.33K Hold
44
– – ﹤0.01% 863
2026
Q1 		$1.15K Hold
44
– – ﹤0.01% 787
2025
Q4 		$1.19K Hold
44
– – ﹤0.01% 730
2025
Q3 		$1.16K Hold
44
– – ﹤0.01% 723
2025
Q2 		$1.03K Hold
44
– – ﹤0.01% 689
2025
Q1 		$956 Hold
44
– – ﹤0.01% 665
2024
Q4 		$1.03K Buy
+44
New +$1.09K ﹤0.01% 635

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

Aventura Private Wealth's RF Position: Q2 2026 in Review

Aventura Private Wealth held its Regions Financial (RF) position steady in Q2 2026 at 44 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Aventura Private Wealth first reported a position in RF in Q4 2024 and has held it in 7 quarters since. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Aventura Private Wealth held 44 shares of Regions Financial worth $1.33K as of Q2 2026.
  • Aventura Private Wealth left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #863 holding.
  • Aventura Private Wealth first reported a position in Regions Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.