Element Wealth’s Regions Financial RF Stock Holding History

Element 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	$304K	Hold	10,063	–	–	0.11%	165
2026 Q1	$263K	Buy	10,063 +1,475	+17%	+$41.2K	0.11%	175
2025 Q4	$233K	Sell	8,588 -500	-6%	-$12.8K	0.1%	184
2025 Q3	$240K	Buy	+9,088	New	+$236K	0.1%	167
2024 Q4	–	Sell	-11,241	Closed	-$262K	–	298
2024 Q3	$262K	Hold	11,241	–	–	0.14%	121
2024 Q2	$225K	Buy	+11,241	New	+$218K	0.13%	129
2024 Q1	–	Sell	-11,741	Closed	-$228K	–	274
2023 Q4	$228K	Hold	11,741	–	–	0.14%	122
2023 Q3	$202K	Hold	11,741	–	–	0.15%	123
2023 Q2	$209K	Sell	11,741 -1,108	-9%	-$19.6K	0.15%	125
2023 Q1	$238K	Sell	12,849 -10,573	-45%	-$230K	0.18%	101
2022 Q4	$505K	Hold	23,422	–	–	0.41%	44
2022 Q3	$470K	Hold	23,422	–	–	0.43%	39
2022 Q2	$439K	Hold	23,422	–	–	0.44%	44
2022 Q1	$521K	Hold	23,422	–	–	0.42%	45
2021 Q4	$511K	Sell	23,422 -1,701	-7%	-$38.9K	0.39%	47
2021 Q3	$535K	Hold	25,123	–	–	0.43%	42
2021 Q2	$507K	Hold	25,123	–	–	0.4%	46
2021 Q1	$519K	Sell	25,123 -1,000	-4%	-$19.5K	0.43%	41
2020 Q4	$421K	Sell	26,123 -1,000	-4%	-$14.5K	0.39%	53
2020 Q3	$313K	Sell	27,123 -1,312	-5%	-$14.6K	0.33%	56
2020 Q2	$316K	Sell	28,435 -32,553	-53%	-$346K	0.36%	54
2020 Q1	$547K	Buy	60,988 +2,809	+5%	+$39.3K	0.76%	25
2019 Q4	$998K	Buy	+58,179	New	+$958K	1.02%	23

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

Element Wealth's RF Position: Q2 2026 in Review

Element Wealth held its Regions Financial (RF) position steady in Q2 2026 at 10,063 shares worth $304K. The position accounts for 0.11% of the portfolio, ranked #165.

Element Wealth first reported a position in RF in Q4 2019 and has held it in 23 quarters since. The position peaked at $998K in Q4 2019. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Element Wealth held 10,063 shares of Regions Financial worth $304K as of Q2 2026.
Element Wealth left its Regions Financial share count unchanged in Q2 2026.
Regions Financial made up 0.11% of Element Wealth's portfolio in Q2 2026, its #165 holding.
Element Wealth first reported a position in Regions Financial in Q4 2019 and has held it in 23 quarters since.
Element Wealth's Regions Financial position peaked at $998K in Q4 2019.
1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.