Exencial Wealth Advisors’s Regions Financial RF Stock Holding History

Exencial 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	–	Sell	-7,685	Closed	-$208K	–	595
2025 Q4	$208K	Buy	+7,685	New	+$196K	0.01%	536

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Exencial Wealth Advisors sold out of Regions Financial (RF) in Q1 2026, closing a stake of 7,685 shares — an estimated $208K sold.

Exencial Wealth Advisors first reported a position in RF in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 1,082 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Exencial Wealth Advisors reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
Exencial Wealth Advisors sold 7,685 Regions Financial shares in Q1 2026, an estimated $208K.
Exencial Wealth Advisors first reported a position in Regions Financial in Q4 2025 and held it in 1 quarter.
Exencial Wealth Advisors's Regions Financial position peaked at $208K in Q4 2025.
1,082 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.