Bogart Wealth LLC’s Regions Financial RF Stock Holding History

Bogart Wealth LLC’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	$349K	Buy	13,345 +68	+0.5%	+$1.9K	0.01%	202
2025 Q4	$360K	Buy	13,277 +7	+0.1%	+$179	0.01%	193
2025 Q3	$350K	Buy	13,270 +27	+0.2%	+$701	0.01%	189
2025 Q2	$311K	Buy	13,243 +3	+0%	+$63	0.01%	192
2025 Q1	$288K	Buy	13,240 +22	+0.2%	+$513	0.01%	199
2024 Q4	$311K	Hold	13,218	–	–	0.01%	185
2024 Q3	$308K	Hold	13,218	–	–	0.01%	184
2024 Q2	$265K	Hold	13,218	–	–	0.01%	188
2024 Q1	$278K	Hold	13,218	–	–	0.01%	181
2023 Q4	$256K	Hold	13,218	–	–	0.01%	187
2023 Q3	$227K	Buy	+13,218	New	+$250K	0.01%	185
2021 Q4	–	Sell	-134	Closed	-$3K	–	803
2021 Q3	$3K	Buy	+134	New	+$2.67K	﹤0.01%	598

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bogart Wealth LLC's RF Position: Q1 2026 in Review

Bogart Wealth LLC increased its Regions Financial (RF) stake by 0.51% in Q1 2026, buying an estimated $1.9K and bringing the position to 13,345 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #202.

Bogart Wealth LLC first reported a position in RF in Q3 2021 and has held it in 12 quarters since. The position peaked at $360K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Bogart Wealth LLC held 13,345 shares of Regions Financial worth $349K as of Q1 2026.
Bogart Wealth LLC bought 68 Regions Financial shares in Q1 2026, an estimated $1.9K.
Regions Financial made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #202 holding.
Bogart Wealth LLC first reported a position in Regions Financial in Q3 2021 and has held it in 12 quarters since.
Bogart Wealth LLC's Regions Financial position peaked at $360K in Q4 2025.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.