Cassaday & Co Wealth Management
RF icon

Cassaday & Co Wealth Management’s Regions Financial RF Stock Holding History

Cassaday & Co Wealth Management’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
Q3 		$105K Buy
3,893
+745
+24% +$22.6K ﹤0.01% 472
2026
Q2 		$95.1K Sell
3,148
-621
-16% -$17.4K ﹤0.01% 494
2026
Q1 		$98.4K Buy
+3,769
New +$105K ﹤0.01% 471

Other funds holding RF

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Cassaday & Co Wealth Management's RF Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its Regions Financial (RF) stake by 24% in Q3 2026, buying an estimated $22.6K and bringing the position to 3,893 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Cassaday & Co Wealth Management first reported a position in RF in Q1 2026 and has held it in 3 quarters since. 402 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Cassaday & Co Wealth Management held 3,893 shares of Regions Financial worth $105K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 745 Regions Financial shares in Q3 2026, an estimated $22.6K.
  • Regions Financial made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #472 holding.
  • Cassaday & Co Wealth Management first reported a position in Regions Financial in Q1 2026 and has held it in 3 quarters since.
  • 402 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.