B. Riley Wealth Advisors
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B. Riley Wealth Advisors’s Regions Financial RF Stock Holding History

B. Riley 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
Q3 		$299K Sell
11,106
-5,826
-34% -$176K 0.01% 763
2026
Q2 		$513K Buy
16,932
+1,200
+8% +$33.7K 0.03% 465
2026
Q1 		$397K Sell
15,732
-2,792
-15% -$78K 0.03% 501
2025
Q4 		$502K Buy
18,524
+816
+5% +$20.8K 0.02% 517
2025
Q3 		$467K Buy
17,708
+128
+0.7% +$3.32K 0.02% 554
2025
Q2 		$413K Sell
17,580
-2,601
-13% -$55.1K 0.02% 601
2025
Q1 		$439K Sell
20,181
-29
-0.1% -$676 0.01% 812
2024
Q4 		$480K Buy
20,210
+2,977
+17% +$73.6K 0.02% 709
2024
Q3 		$403K Buy
17,233
+584
+4% +$12.8K 0.01% 829
2024
Q2 		$338K Buy
16,649
+408
+3% +$7.91K 0.01% 974
2024
Q1 		$283K Sell
16,241
-1,401
-8% -$26.5K 0.01% 1066
2023
Q4 		$346K Buy
17,642
+1,401
+9% +$23.2K 0.01% 987
2023
Q3 		$283K Sell
16,241
-2,952
-15% -$55.9K 0.01% 1066
2023
Q2 		$346K Sell
19,193
-703
-4% -$12.4K 0.01% 1043
2023
Q1 		$373K Buy
19,896
+4,975
+33% +$108K 0.01% 946
2022
Q4 		$324K Buy
14,921
+1,293
+9% +$28K 0.01% 1005
2022
Q3 		$274K Buy
+13,628
New +$288K 0.01% 1058
2022
Q2 		– Sell
-10,779
Closed -$240K – 1360
2022
Q1 		$240K Buy
+10,779
New +$254K 0.01% 1129
2021
Q2 		– Sell
-11,800
Closed -$237K – 1443
2021
Q1 		$237K Buy
11,800
+888
+8% +$17.4K 0.01% 1108
2020
Q4 		$176K Buy
+10,912
New +$158K 0.01% 944
2020
Q3 		– Sell
-10,308
Closed -$115K – 974
2020
Q2 		$115K Buy
+10,308
New +$110K 0.01% 808
2014
Q3 		– Sell
-2,237
Closed -$23.8K – 1611
2014
Q2 		$23.8K Buy
+2,237
New +$23.3K 0.01% 1394

Other funds holding RF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

B. Riley Wealth Advisors's RF Position: Q3 2026 in Review

B. Riley Wealth Advisors reduced its Regions Financial (RF) stake by 34% in Q3 2026, selling an estimated $176K and leaving 11,106 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #763.

B. Riley Wealth Advisors first reported a position in RF in Q2 2014 and has held it in 22 quarters since. The position peaked at $513K in Q2 2026. 937 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • B. Riley Wealth Advisors held 11,106 shares of Regions Financial worth $299K as of Q3 2026.
  • B. Riley Wealth Advisors sold 5,826 Regions Financial shares in Q3 2026, an estimated $176K.
  • Regions Financial made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #763 holding.
  • B. Riley Wealth Advisors first reported a position in Regions Financial in Q2 2014 and has held it in 22 quarters since.
  • B. Riley Wealth Advisors's Regions Financial position peaked at $513K in Q2 2026.
  • 937 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.