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EP Wealth Advisors’s Regions Financial RF Stock Holding History

EP Wealth Advisors’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 		$3.4M Buy
112,611
+67,569
+150% +$1.9M 0.01% 460
2026
Q1 		$1.18M Sell
45,042
-8,045
-15% -$225K 0.01% 600
2025
Q4 		$1.44M Buy
+53,087
New +$1.36M 0.01% 523
2025
Q2 		$1.24M Buy
52,884
+2,888
+6% +$61.1K 0.01% 517
2025
Q1 		$1.09M Buy
49,996
+5,494
+12% +$128K 0.01% 481
2024
Q4 		$1.05M Buy
44,502
+3,492
+9% +$86.3K 0.01% 484
2024
Q3 		$957K Buy
+41,010
New +$896K 0.01% 510
2022
Q3 		– Sell
-11,760
Closed -$221K – 561
2022
Q2 		$221K Buy
+11,760
New +$243K 0.01% 551

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EP Wealth Advisors's RF Position: Q2 2026 in Review

EP Wealth Advisors increased its Regions Financial (RF) stake by 150% in Q2 2026, buying an estimated $1.9M and bringing the position to 112,611 shares worth $3.4M. The position accounts for 0.01% of the portfolio, ranked #460.

EP Wealth Advisors first reported a position in RF in Q2 2022 and has held it in 8 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • EP Wealth Advisors held 112,611 shares of Regions Financial worth $3.4M as of Q2 2026.
  • EP Wealth Advisors bought 67,569 Regions Financial shares in Q2 2026, an estimated $1.9M.
  • Regions Financial made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #460 holding.
  • EP Wealth Advisors first reported a position in Regions Financial in Q2 2022 and has held it in 8 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.