Dogwood Wealth Management’s Regions Financial RF Stock Holding History

Dogwood 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	$2.75K	Sell	91 -60	-40%	-$1.68K	﹤0.01%	610
2026 Q1	$3.94K	Sell	151 -75	-33%	-$2.09K	﹤0.01%	523
2025 Q4	$6.18K	Sell	226 -16	-7%	-$409	﹤0.01%	382
2025 Q3	$6.44K	Buy	242 +173	+251%	+$4.49K	﹤0.01%	349
2025 Q2	$1.7K	Buy	+69	New	+$1.46K	﹤0.01%	577
2024 Q3	–	Hold	0	–	–	–	499
2024 Q2	–	Hold	0	–	–	–	527
2024 Q1	–	Hold	0	–	–	–	530
2023 Q4	–	Hold	0	–	–	–	498

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

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

Dogwood Wealth Management reduced its Regions Financial (RF) stake by 40% in Q2 2026, selling an estimated $1.68K and leaving 91 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Dogwood Wealth Management first reported a position in RF in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.44K in Q3 2025. 1,101 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Dogwood Wealth Management held 91 shares of Regions Financial worth $2.75K as of Q2 2026.
Dogwood Wealth Management sold 60 Regions Financial shares in Q2 2026, an estimated $1.68K.
Regions Financial made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #610 holding.
Dogwood Wealth Management first reported a position in Regions Financial in Q2 2025 and has held it in 5 quarters since.
Dogwood Wealth Management's Regions Financial position peaked at $6.44K in Q3 2025.
1,101 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.