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BXM Wealth’s Regions Financial RF Stock Holding History

BXM 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 		$443K Buy
14,675
+5,000
+52% +$140K 0.24% 97
2026
Q1 		$253K Hold
9,675
– – 0.19% 110
2025
Q4 		$262K Sell
9,675
-6,250
-39% -$160K 0.2% 101
2025
Q3 		$420K Buy
15,925
+5,000
+46% +$130K 0.4% 73
2025
Q2 		$257K Buy
10,925
+500
+5% +$10.6K 0.31% 90
2025
Q1 		$227K Sell
10,425
-325
-3% -$7.57K 0.27% 94
2024
Q4 		$253K Buy
+10,750
New +$266K 0.35% 78

Other funds holding RF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

BXM Wealth's RF Position: Q2 2026 in Review

BXM Wealth increased its Regions Financial (RF) stake by 52% in Q2 2026, buying an estimated $140K and bringing the position to 14,675 shares worth $443K. The position accounts for 0.24% of the portfolio, ranked #97.

BXM Wealth first reported a position in RF in Q4 2024 and has held it in 7 quarters since. 317 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • BXM Wealth held 14,675 shares of Regions Financial worth $443K as of Q2 2026.
  • BXM Wealth bought 5,000 Regions Financial shares in Q2 2026, an estimated $140K.
  • Regions Financial made up 0.24% of BXM Wealth's portfolio in Q2 2026, its #97 holding.
  • BXM Wealth first reported a position in Regions Financial in Q4 2024 and has held it in 7 quarters since.
  • 317 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.