Focused Wealth Management’s Regions Financial RF Stock Holding History

Focused Wealth Management’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	-2,000	Closed	-$52.2K	–	286
2026 Q1	$52.2K	Buy	+2,000	New	+$55.8K	0.01%	221
2023 Q1	–	Sell	-3,000	Closed	-$64.7K	–	1131
2022 Q4	$64.7K	Buy	+3,000	New	+$65K	0.01%	274
2022 Q1	–	Sell	-7,100	Closed	-$155K	–	1087
2021 Q4	$155K	Hold	7,100	–	–	0.02%	215
2021 Q3	$151K	Hold	7,100	–	–	0.02%	209
2021 Q2	$143K	Hold	7,100	–	–	0.02%	233
2021 Q1	$147K	Sell	7,100 -1,600	-18%	-$31.3K	0.03%	215
2020 Q4	$140K	Hold	8,700	–	–	0.03%	201
2020 Q3	$100K	Hold	8,700	–	–	0.02%	246
2020 Q2	$97K	Hold	8,700	–	–	0.02%	233
2020 Q1	$78K	Hold	8,700	–	–	0.02%	238
2019 Q4	$149K	Hold	8,700	–	–	0.04%	202
2019 Q3	$138K	Buy	8,700 +4,300	+98%	+$65K	0.04%	192
2019 Q2	$66K	Hold	4,400	–	–	0.02%	291
2019 Q1	$62K	Hold	4,400	–	–	0.02%	273
2018 Q4	$59K	Buy	4,400 +3,700	+529%	+$59.4K	0.02%	287
2018 Q3	$13K	Sell	700 -4,800	-87%	-$90.3K	﹤0.01%	425
2018 Q2	$98K	Hold	5,500	–	–	0.03%	227
2018 Q1	$102K	Hold	5,500	–	–	0.03%	235
2017 Q4	$95K	Buy	+5,500	New	+$87.9K	0.03%	239
2017 Q3	–	Sell	-5,500	Closed	-$81K	–	718
2017 Q2	$81K	Hold	5,500	–	–	0.03%	238
2017 Q1	$80K	Buy	+5,500	New	+$81.2K	0.03%	236

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

Focused Wealth Management's RF Position: Q2 2026 in Review

Focused Wealth Management sold out of Regions Financial (RF) in Q2 2026, closing a stake of 2,000 shares — an estimated $52.2K sold.

Focused Wealth Management first reported a position in RF in Q1 2017 and held it in 21 quarters. The position peaked at $155K in Q4 2021. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Focused Wealth Management reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
Focused Wealth Management sold 2,000 Regions Financial shares in Q2 2026, an estimated $52.2K.
Focused Wealth Management first reported a position in Regions Financial in Q1 2017 and held it in 21 quarters.
Focused Wealth Management's Regions Financial position peaked at $155K in Q4 2021.
1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.