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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EP Wealth Advisors's RF Position: Q1 2026 in Review

EP Wealth Advisors reduced its Regions Financial (RF) stake by 15% in Q1 2026, selling an estimated $225K and leaving 45,042 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #600.

EP Wealth Advisors first reported a position in RF in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.44M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • EP Wealth Advisors held 45,042 shares of Regions Financial worth $1.18M as of Q1 2026.
  • EP Wealth Advisors sold 8,045 Regions Financial shares in Q1 2026, an estimated $225K.
  • Regions Financial made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #600 holding.
  • EP Wealth Advisors first reported a position in Regions Financial in Q2 2022 and has held it in 7 quarters since.
  • EP Wealth Advisors's Regions Financial position peaked at $1.44M in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.