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Confluence Wealth Services’s Regions Financial RF Stock Holding History

Confluence Wealth Services’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 		$1.94M Buy
64,390
+5,055
+9% +$142K 0.06% 157
2026
Q1 		$1.55M Buy
59,335
+93
+0.2% +$2.6K 0.06% 146
2025
Q4 		$1.61M Sell
59,242
-751
-1% -$19.2K 0.07% 131
2025
Q3 		$1.58M Buy
59,993
+1,354
+2% +$35.2K 0.08% 126
2025
Q2 		$1.38M Buy
58,639
+362
+0.6% +$7.66K 0.08% 135
2025
Q1 		$1.17M Buy
58,277
+4,144
+8% +$96.5K 0.07% 137
2024
Q4 		$1.31M Buy
54,133
+5,882
+12% +$145K 0.09% 116
2024
Q3 		$1.13M Buy
48,251
+2,757
+6% +$60.3K 0.08% 131
2024
Q2 		$912K Buy
45,494
+6,119
+16% +$119K 0.07% 164
2024
Q1 		$828K Buy
39,375
+2,635
+7% +$49.8K 0.07% 152
2023
Q4 		$712K Buy
36,740
+9,552
+35% +$159K 0.08% 146
2023
Q3 		$468K Buy
27,188
+4,900
+22% +$92.8K 0.09% 166
2023
Q2 		$397K Buy
22,288
+9,728
+77% +$172K 0.08% 183
2023
Q1 		$233K Buy
+12,560
New +$273K 0.05% 236
2022
Q1 		– Sell
-1,349
Closed -$29K – 941
2021
Q4 		$29K Buy
+1,349
New +$30.9K 0.01% 623

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

Confluence Wealth Services's RF Position: Q2 2026 in Review

Confluence Wealth Services increased its Regions Financial (RF) stake by 8.5% in Q2 2026, buying an estimated $142K and bringing the position to 64,390 shares worth $1.94M. The position accounts for 0.06% of the portfolio, ranked #157.

Confluence Wealth Services first reported a position in RF in Q4 2021 and has held it in 15 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Confluence Wealth Services held 64,390 shares of Regions Financial worth $1.94M as of Q2 2026.
  • Confluence Wealth Services bought 5,055 Regions Financial shares in Q2 2026, an estimated $142K.
  • Regions Financial made up 0.06% of Confluence Wealth Services's portfolio in Q2 2026, its #157 holding.
  • Confluence Wealth Services first reported a position in Regions Financial in Q4 2021 and has held it in 15 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.