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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
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

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

Cassaday & Co Wealth Management's RF Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Regions Financial (RF) stake by 16% in Q2 2026, selling an estimated $17.4K and leaving 3,148 shares worth $95.1K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Cassaday & Co Wealth Management first reported a position in RF in Q1 2026 and has held it in 2 quarters since. The position peaked at $98.4K in Q1 2026. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Cassaday & Co Wealth Management held 3,148 shares of Regions Financial worth $95.1K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 621 Regions Financial shares in Q2 2026, an estimated $17.4K.
  • Regions Financial made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #494 holding.
  • Cassaday & Co Wealth Management first reported a position in Regions Financial in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Regions Financial position peaked at $98.4K in Q1 2026.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.