BRWA
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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
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 Buy
+17,580
New +$372K 0.02% 601
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

B. Riley Wealth Advisors's RF Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Regions Financial (RF) stake by 7.6% in Q2 2026, buying an estimated $33.7K and bringing the position to 16,932 shares worth $513K. The position accounts for 0.03% of the portfolio, ranked #465.

B. Riley Wealth Advisors first reported a position in RF in Q2 2014 and has held it in 20 quarters since. 224 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • B. Riley Wealth Advisors held 16,932 shares of Regions Financial worth $513K as of Q2 2026.
  • B. Riley Wealth Advisors bought 1,200 Regions Financial shares in Q2 2026, an estimated $33.7K.
  • Regions Financial made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #465 holding.
  • B. Riley Wealth Advisors first reported a position in Regions Financial in Q2 2014 and has held it in 20 quarters since.
  • 224 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.