Cyndeo Wealth Partners’s Regions Financial RF Stock Holding History

Cyndeo Wealth Partners’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	$239K	Buy	+7,915	New	+$222K	0.01%	470
2026 Q1	–	Sell	-8,936	Closed	-$242K	–	515
2025 Q4	$242K	Buy	8,936 +1,307	+17%	+$33.4K	0.01%	439
2025 Q3	$201K	Sell	7,629 -4,280	-36%	-$111K	0.01%	465
2025 Q2	$280K	Sell	11,909 -1,005	-8%	-$21.3K	0.02%	397
2025 Q1	$281K	Buy	12,914 +3	+0%	+$70	0.02%	377
2024 Q4	$304K	Buy	12,911 +3	+0%	+$74	0.02%	363
2024 Q3	$301K	Buy	12,908 +3	+0%	+$66	0.02%	366
2024 Q2	$259K	Buy	+12,905	New	+$250K	0.02%	349
2023 Q2	–	Sell	-10,375	Closed	-$193K	–	347
2023 Q1	$193K	Sell	10,375 -4,077	-28%	-$88.8K	0.02%	311
2022 Q4	$312K	Buy	+14,452	New	+$313K	0.04%	256

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 $3.37T AUM 44.26% 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

Cyndeo Wealth Partners's RF Position: Q2 2026 in Review

Cyndeo Wealth Partners opened a new position in Regions Financial (RF) in Q2 2026: 7,915 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: Cyndeo Wealth Partners previously reported a position in RF as recently as Q4 2025.

Cyndeo Wealth Partners first reported a position in RF in Q4 2022 and has held it in 10 quarters since. The position peaked at $312K in Q4 2022. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Cyndeo Wealth Partners held 7,915 shares of Regions Financial worth $239K as of Q2 2026.
Regions Financial was a new Cyndeo Wealth Partners position in Q2 2026.
Regions Financial made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #470 holding.
Cyndeo Wealth Partners first reported a position in Regions Financial in Q4 2022 and has held it in 10 quarters since.
Cyndeo Wealth Partners's Regions Financial position peaked at $312K in Q4 2022.
1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.