Cornerstone Wealth Management’s Regions Financial RF Stock Holding History

Cornerstone 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	$310K	Buy	11,535 +2,026	+21%	+$61.4K	0.01%	606
2026 Q2	$287K	Buy	+9,509	New	+$267K	0.01%	623
2022 Q1	–	Sell	-12,421	Closed	-$272K	–	512
2021 Q4	$272K	Buy	12,421 +6	+0%	+$137	0.03%	414
2021 Q3	$265K	Buy	12,415 +6	+0%	+$119	0.03%	377
2021 Q2	$250K	Buy	12,409 +6	+0%	+$130	0.03%	403
2021 Q1	$256K	Buy	12,403 +34	+0.3%	+$665	0.03%	380
2020 Q4	$199K	Buy	12,369 +1,219	+11%	+$17.6K	0.03%	399
2020 Q3	$129K	Buy	11,150 +182	+2%	+$2.03K	0.02%	377
2020 Q2	$122K	Hold	10,968	–	–	0.02%	366
2020 Q1	$98K	Sell	10,968 -65	-0.6%	-$910	0.02%	338
2019 Q4	$189K	Hold	11,033	–	–	0.03%	335
2019 Q3	$175K	Sell	11,033 -8,405	-43%	-$127K	0.03%	331
2019 Q2	$290K	Buy	19,438 +2,607	+15%	+$38.5K	0.05%	284
2019 Q1	$329K	Buy	16,831 +462	+3%	+$7.08K	0.04%	363
2018 Q4	$217K	Buy	+16,369	New	+$263K	0.05%	308
2018 Q1	$300K	Sell	16,493 -1,464	-8%	-$27.7K	0.06%	292
2017 Q4	$316K	Buy	+17,957	New	+$287K	0.06%	295
2017 Q3	–	Sell	-10,199	Closed	-$151K	–	410
2017 Q2	$151K	Buy	10,199 +51	+0.5%	+$718	0.03%	369
2017 Q1	$146K	Buy	+10,148	New	+$150K	0.04%	334

Other funds holding RF

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Cornerstone Wealth Management's RF Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Regions Financial (RF) stake by 21% in Q3 2026, buying an estimated $61.4K and bringing the position to 11,535 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #606.

Cornerstone Wealth Management first reported a position in RF in Q1 2017 and has held it in 19 quarters since. The position peaked at $329K in Q1 2019. 700 funds tracked by Wall St. Rank hold RF as of Q3 2026.

Cornerstone Wealth Management held 11,535 shares of Regions Financial worth $310K as of Q3 2026.
Cornerstone Wealth Management bought 2,026 Regions Financial shares in Q3 2026, an estimated $61.4K.
Regions Financial made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #606 holding.
Cornerstone Wealth Management first reported a position in Regions Financial in Q1 2017 and has held it in 19 quarters since.
Cornerstone Wealth Management's Regions Financial position peaked at $329K in Q1 2019.
700 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.