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Avion Wealth’s Regions Financial RF Stock Holding History

Avion 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 		$6K Buy
211
+54
+34% +$1.52K ﹤0.01% 753
2026
Q1 		$4K Hold
157
– – ﹤0.01% 725
2025
Q4 		$4K Sell
157
-26
-14% -$664 ﹤0.01% 728
2025
Q3 		$4K Hold
183
– – ﹤0.01% 706
2025
Q2 		$4K Buy
183
+42
+30% +$889 ﹤0.01% 686
2025
Q1 		$3K Hold
141
– – ﹤0.01% 663
2024
Q4 		$3K Hold
141
– – ﹤0.01% 661
2024
Q3 		$3K Hold
141
– – ﹤0.01% 632
2024
Q2 		$2K Buy
141
+52
+58% +$1.01K ﹤0.01% 644
2024
Q1 		$2K Buy
89
+55
+162% +$1.04K ﹤0.01% 752
2023
Q4 		$1K Sell
34
-23
-40% -$382 ﹤0.01% 934
2023
Q3 		$0 Buy
57
+28
+97% +$530 ﹤0.01% 1134
2023
Q2 		$0 Buy
+29
New +$512 ﹤0.01% 983

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Avion Wealth's RF Position: Q2 2026 in Review

Avion Wealth increased its Regions Financial (RF) stake by 34% in Q2 2026, buying an estimated $1.52K and bringing the position to 211 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Avion Wealth first reported a position in RF in Q2 2023 and has held it in 13 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Avion Wealth held 211 shares of Regions Financial worth $6K as of Q2 2026.
  • Avion Wealth bought 54 Regions Financial shares in Q2 2026, an estimated $1.52K.
  • Regions Financial made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #753 holding.
  • Avion Wealth first reported a position in Regions Financial in Q2 2023 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 Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.