Elevation Wealth Partners’s Regions Financial RF Stock Holding History

Elevation 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	$4.95K	Buy	164 +72	+78%	+$2.02K	﹤0.01%	1021
2026 Q1	$2.4K	Buy	+92	New	+$2.57K	﹤0.01%	872
2025 Q4	–	Sell	-42	Closed	-$1.11K	–	1010
2025 Q3	$1.11K	Buy	+42	New	+$1.09K	﹤0.01%	742

Other funds holding RF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Elevation Wealth Partners increased its Regions Financial (RF) stake by 78% in Q2 2026, buying an estimated $2.02K and bringing the position to 164 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Elevation Wealth Partners first reported a position in RF in Q3 2025 and has held it in 3 quarters since. 398 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Elevation Wealth Partners held 164 shares of Regions Financial worth $4.95K as of Q2 2026.
Elevation Wealth Partners bought 72 Regions Financial shares in Q2 2026, an estimated $2.02K.
Regions Financial made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1021 holding.
Elevation Wealth Partners first reported a position in Regions Financial in Q3 2025 and has held it in 3 quarters since.
398 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.