Duncan Williams Asset Management’s Regions Financial RF Stock Holding History

Duncan Williams Asset 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	$2.59M	Buy	85,824 +23	+0%	+$646	0.58%	30
2026 Q1	$2.24M	Sell	85,801 -3,082	-3%	-$86.1K	0.62%	28
2025 Q4	$2.71M	Sell	88,883 -7	-0%	-$179	0.67%	28
2025 Q3	$2.34M	Buy	88,890 +9	+0%	+$234	0.66%	28
2025 Q2	$2.09M	Buy	88,881 +2	+0%	+$42	0.66%	28
2025 Q1	$1.93M	Buy	88,879 +19	+0%	+$443	0.7%	27
2024 Q4	$2.09M	Buy	88,860 +41,504	+88%	+$1.03M	0.82%	25
2024 Q3	$1.1M	Buy	47,356 +36,275	+327%	+$793K	0.61%	30
2024 Q2	$222K	Buy	+11,081	New	+$215K	0.19%	63

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

Duncan Williams Asset Management's RF Position: Q2 2026 in Review

Duncan Williams Asset Management increased its Regions Financial (RF) stake by 0.03% in Q2 2026, buying an estimated $646 and bringing the position to 85,824 shares worth $2.59M. The position accounts for 0.58% of the portfolio, ranked #30.

Duncan Williams Asset Management first reported a position in RF in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.71M in Q4 2025. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Duncan Williams Asset Management held 85,824 shares of Regions Financial worth $2.59M as of Q2 2026.
Duncan Williams Asset Management bought 23 Regions Financial shares in Q2 2026, an estimated $646.
Regions Financial made up 0.58% of Duncan Williams Asset Management's portfolio in Q2 2026, its #30 holding.
Duncan Williams Asset Management first reported a position in Regions Financial in Q2 2024 and has held it in 9 quarters since.
Duncan Williams Asset Management's Regions Financial position peaked at $2.71M in Q4 2025.
1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.