Carson Wealth (CWM LLC)’s Regions Financial RF Stock Holding History

Carson Wealth (CWM 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	$1.93M	Buy	73,819 +11,642	+19%	+$325K	0.01%	1212
2025 Q4	$1.69M	Sell	62,177 -22,466	-27%	-$574K	﹤0.01%	1221
2025 Q3	$2.23M	Buy	84,643 +40,883	+93%	+$1.06M	0.01%	1046
2025 Q2	$1.03M	Buy	43,760 +4,945	+13%	+$105K	﹤0.01%	1232
2025 Q1	$843K	Sell	38,815 -5,778	-13%	-$135K	﹤0.01%	1226
2024 Q4	$1.05M	Buy	44,593 +2,247	+5%	+$55.5K	﹤0.01%	1055
2024 Q3	$988K	Buy	42,346 +480	+1%	+$10.5K	﹤0.01%	1042
2024 Q2	$839K	Buy	41,866 +729	+2%	+$14.1K	﹤0.01%	990
2024 Q1	$866K	Buy	41,137 +556	+1%	+$10.5K	﹤0.01%	918
2023 Q4	$786K	Buy	40,581 +12,364	+44%	+$205K	﹤0.01%	907
2023 Q3	$485K	Sell	28,217 -2,735	-9%	-$51.8K	﹤0.01%	989
2023 Q2	$552K	Buy	30,952 +692	+2%	+$12.2K	﹤0.01%	906
2023 Q1	$562K	Buy	30,260 +4,979	+20%	+$108K	﹤0.01%	858
2022 Q4	$545K	Buy	25,281 +2,385	+10%	+$51.7K	﹤0.01%	779
2022 Q3	$460K	Buy	22,896 +899	+4%	+$19K	﹤0.01%	774
2022 Q2	$412K	Buy	21,997 +3,918	+22%	+$80.9K	﹤0.01%	792
2022 Q1	$402K	Buy	18,079 +6,720	+59%	+$158K	﹤0.01%	790
2021 Q4	$248K	Buy	+11,359	New	+$260K	﹤0.01%	935
2021 Q2	$209K	Hold	10,371	–	–	﹤0.01%	891
2021 Q1	$209K	Hold	10,371	–	–	﹤0.01%	891
2020 Q4	$209K	Hold	10,371	–	–	﹤0.01%	891
2020 Q3	$209K	Hold	10,371	–	–	﹤0.01%	891
2020 Q2	$209K	Hold	10,371	–	–	﹤0.01%	890
2020 Q1	$209K	Hold	10,371	–	–	﹤0.01%	890
2019 Q4	$209K	Hold	10,371	–	–	﹤0.01%	890
2019 Q3	$209K	Hold	10,371	–	–	﹤0.01%	890
2019 Q2	$209K	Hold	10,371	–	–	﹤0.01%	890
2019 Q1	$209K	Sell	10,371 -3,571	-26%	-$54.7K	﹤0.01%	890
2018 Q4	$187K	Buy	13,942 +996	+8%	+$16K	﹤0.01%	615
2018 Q3	$238K	Buy	12,946 +25	+0.2%	+$471	0.01%	491
2018 Q2	$230K	Buy	12,921 +12,548	+3,364%	+$235K	0.01%	402
2018 Q1	$7K	Hold	373	–	–	﹤0.01%	944
2017 Q4	$6K	Buy	+373	New	+$5.96K	﹤0.01%	1042
2017 Q3	–	Sell	-46	Closed	-$1K	–	1549
2017 Q2	$1K	Hold	46	–	–	﹤0.01%	1128
2017 Q1	$1K	Sell	46 -11,278	-100%	-$166K	﹤0.01%	1096
2016 Q4	$163K	Buy	11,324 +433	+4%	+$5.35K	0.01%	290
2016 Q3	$107K	Hold	10,891	–	–	0.01%	328
2016 Q2	$93K	Buy	10,891 +46	+0.4%	+$417	0.01%	312
2016 Q1	$85K	Hold	10,845	–	–	0.01%	296
2015 Q4	$104K	Hold	10,845	–	–	0.01%	260
2015 Q3	$98K	Hold	10,845	–	–	0.01%	242
2015 Q2	$112K	Hold	10,845	–	–	0.01%	184
2015 Q1	$102K	Hold	10,845	–	–	0.01%	180
2014 Q4	$115K	Hold	10,845	–	–	0.01%	170
2014 Q3	$109K	Hold	10,845	–	–	0.02%	179
2014 Q2	$115K	Hold	10,845	–	–	0.02%	176
2014 Q1	$120K	Hold	10,845	–	–	0.02%	138
2013 Q4	$107K	Hold	10,845	–	–	0.02%	192
2013 Q3	$100K	Buy	+10,845	New	+$106K	0.03%	150

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Regions Financial (RF) stake by 19% in Q1 2026, buying an estimated $325K and bringing the position to 73,819 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #1212.

Carson Wealth (CWM LLC) first reported a position in RF in Q3 2013 and has held it in 49 quarters since. The position peaked at $2.23M in Q3 2025. 1,078 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Carson Wealth (CWM LLC) held 73,819 shares of Regions Financial worth $1.93M as of Q1 2026.
Carson Wealth (CWM LLC) bought 11,642 Regions Financial shares in Q1 2026, an estimated $325K.
Regions Financial made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1212 holding.
Carson Wealth (CWM LLC) first reported a position in Regions Financial in Q3 2013 and has held it in 49 quarters since.
Carson Wealth (CWM LLC)'s Regions Financial position peaked at $2.23M in Q3 2025.
1,078 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.