FWM
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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
Q1 		$183K Buy
+7,000
New +$195K 0.02% 202

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

Focused Wealth Management's RF Position: Q1 2026 in Review

Focused Wealth Management opened a new position in Regions Financial (RF) in Q1 2026: 2,000 shares worth $52.2K. The stake represents 0.01% of the portfolio and ranks #221 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in RF as recently as Q4 2022.

Focused Wealth Management first reported a position in RF in Q1 2017 and has held it in 21 quarters since. The position peaked at $155K in Q4 2021. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Focused Wealth Management held 2,000 shares of Regions Financial worth $52.2K as of Q1 2026.
  • Regions Financial was a new Focused Wealth Management position in Q1 2026.
  • Regions Financial made up 0.01% of Focused Wealth Management's portfolio in Q1 2026, its #221 holding.
  • Focused Wealth Management first reported a position in Regions Financial in Q1 2017 and has held it in 21 quarters since.
  • Focused Wealth Management's Regions Financial position peaked at $155K in Q4 2021.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.