Elevation Wealth Partners
RF icon

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
Q3 		$4.41K Hold
164
– – ﹤0.01% 1125
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

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Grimes & Company
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Elevation Wealth Partners's RF Position: Q3 2026 in Review

Elevation Wealth Partners held its Regions Financial (RF) position steady in Q3 2026 at 164 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Elevation Wealth Partners first reported a position in RF in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.95K in Q2 2026. 420 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Elevation Wealth Partners held 164 shares of Regions Financial worth $4.41K as of Q3 2026.
  • Elevation Wealth Partners left its Regions Financial share count unchanged in Q3 2026.
  • Regions Financial made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1125 holding.
  • Elevation Wealth Partners first reported a position in Regions Financial in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Regions Financial position peaked at $4.95K in Q2 2026.
  • 420 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.