BFW
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Brady Family Wealth’s Regions Financial RF Stock Holding History

Brady Family 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 		$240K Sell
7,939
-12
-0.2% -$337 0.07% 108
2026
Q1 		$208K Hold
7,951
– – 0.06% 107
2025
Q4 		$215K Buy
+7,951
New +$203K 0.07% 104

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
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

Brady Family Wealth's RF Position: Q2 2026 in Review

Brady Family Wealth reduced its Regions Financial (RF) stake by 0.15% in Q2 2026, selling an estimated $337 and leaving 7,939 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #108.

Brady Family Wealth first reported a position in RF in Q4 2025 and has held it in 3 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Brady Family Wealth held 7,939 shares of Regions Financial worth $240K as of Q2 2026.
  • Brady Family Wealth sold 12 Regions Financial shares in Q2 2026, an estimated $337.
  • Regions Financial made up 0.07% of Brady Family Wealth's portfolio in Q2 2026, its #108 holding.
  • Brady Family Wealth first reported a position in Regions Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.