DWA
RF icon

Delos Wealth Advisors’s Regions Financial RF Stock Holding History

Delos Wealth Advisors’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
Q1 		– Sell
-575
Closed -$15.6K – 300
2025
Q4 		$15.6K Hold
575
– – 0.01% 149
2025
Q3 		$15.2K Hold
575
– – 0.01% 161
2025
Q2 		$13.5K Buy
+575
New +$12.2K 0.01% 161
2023
Q4 		– Sell
-1,250
Closed -$22.9K – 376
2023
Q3 		$22.9K Hold
1,250
– – 0.03% 100
2023
Q2 		$22.3K Hold
1,250
– – 0.03% 96
2023
Q1 		$23.2K Hold
1,250
– – 0.03% 91
2022
Q4 		$26.9K Hold
1,250
– – 0.04% 82
2022
Q3 		$25K Hold
1,250
– – 0.03% 78
2022
Q2 		$23K Hold
1,250
– – 0.03% 86
2022
Q1 		$28K Hold
1,250
– – 0.03% 95
2021
Q4 		$27K Buy
+1,250
New +$28.6K 0.03% 113

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Delos Wealth Advisors's RF Position: Q1 2026 in Review

Delos Wealth Advisors sold out of Regions Financial (RF) in Q1 2026, closing a stake of 575 shares — an estimated $15.6K sold.

Delos Wealth Advisors first reported a position in RF in Q4 2021 and held it in 11 quarters. The position peaked at $28K in Q1 2022. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Delos Wealth Advisors reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
  • Delos Wealth Advisors sold 575 Regions Financial shares in Q1 2026, an estimated $15.6K.
  • Delos Wealth Advisors first reported a position in Regions Financial in Q4 2021 and held it in 11 quarters.
  • Delos Wealth Advisors's Regions Financial position peaked at $28K in Q1 2022.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.