Expressive Wealth’s Regions Financial RF Stock Holding History

Expressive Wealth’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	–	Sell	-16,435	Closed	-$464K	–	143
2026 Q1	$464K	Sell	16,435 -1,099	-6%	-$30.7K	0.44%	79
2025 Q4	$475K	Buy	+17,534	New	+$448K	0.51%	59

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

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Expressive Wealth's RF Position: Q2 2026 in Review

Expressive Wealth sold out of Regions Financial (RF) in Q2 2026, closing a stake of 16,435 shares — an estimated $464K sold.

Expressive Wealth first reported a position in RF in Q4 2025 and held it in 2 quarters. The position peaked at $475K in Q4 2025. 1,104 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Expressive Wealth reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
Expressive Wealth sold 16,435 Regions Financial shares in Q2 2026, an estimated $464K.
Expressive Wealth first reported a position in Regions Financial in Q4 2025 and held it in 2 quarters.
Expressive Wealth's Regions Financial position peaked at $475K in Q4 2025.
1,104 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Expressive Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.