Curio Wealth’s Regions Financial RF Stock Holding History

Curio 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	–	Sell	-18	Closed	-$470	–	896
2026 Q1	$470	Buy	+18	New	+$503	﹤0.01%	516
2025 Q2	–	Sell	-1	Closed	-$23.5K	–	388
2025 Q1	$23.5K	Sell	1 -999	-100%	-$23.3K	0.01%	166
2024 Q4	$23.5K	Buy	+1,000	New	+$24.7K	0.01%	159

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Curio Wealth's RF Position: Q2 2026 in Review

Curio Wealth sold out of Regions Financial (RF) in Q2 2026, closing a stake of 18 shares — an estimated $470 sold.

Curio Wealth first reported a position in RF in Q4 2024 and held it in 3 quarters. The position peaked at $23.5K in Q1 2025. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Curio Wealth reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 18 Regions Financial shares in Q2 2026, an estimated $470.
Curio Wealth first reported a position in Regions Financial in Q4 2024 and held it in 3 quarters.
Curio Wealth's Regions Financial position peaked at $23.5K in Q1 2025.
1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.