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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
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

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

Cornerstone Wealth Management's RF Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in Regions Financial (RF) in Q2 2026: 9,509 shares worth $287K. The stake represents 0.01% of the portfolio and ranks #623 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in RF as recently as Q4 2021.

Cornerstone Wealth Management first reported a position in RF in Q1 2017 and has held it in 18 quarters since. The position peaked at $329K in Q1 2019. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Cornerstone Wealth Management held 9,509 shares of Regions Financial worth $287K as of Q2 2026.
  • Regions Financial was a new Cornerstone Wealth Management position in Q2 2026.
  • Regions Financial made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #623 holding.
  • Cornerstone Wealth Management first reported a position in Regions Financial in Q1 2017 and has held it in 18 quarters since.
  • Cornerstone Wealth Management's Regions Financial position peaked at $329K in Q1 2019.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

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