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Cornerstone Wealth’s Regions Financial RF Stock Holding History

Cornerstone Wealth’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 		$335K Buy
10,644
+3,000
+39% +$84.2K 0.17% 70
2026
Q1 		$217K Buy
+7,644
New +$213K 0.12% 91

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's RF Position: Q2 2026 in Review

Cornerstone Wealth increased its Regions Financial (RF) stake by 39% in Q2 2026, buying an estimated $84.2K and bringing the position to 10,644 shares worth $335K. The position accounts for 0.17% of the portfolio, ranked #70.

Cornerstone Wealth first reported a position in RF in Q1 2026 and has held it in 2 quarters since. 1,105 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Cornerstone Wealth held 10,644 shares of Regions Financial worth $335K as of Q2 2026.
  • Cornerstone Wealth bought 3,000 Regions Financial shares in Q2 2026, an estimated $84.2K.
  • Regions Financial made up 0.17% of Cornerstone Wealth's portfolio in Q2 2026, its #70 holding.
  • Cornerstone Wealth first reported a position in Regions Financial in Q1 2026 and has held it in 2 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Cornerstone Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.