Forthright Family Wealth Advisory’s Regions Financial RF Stock Holding History

Forthright Family Wealth Advisory’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	$235K	Buy	+7,775	New	+$218K	0.13%	52
2026 Q1	–	Sell	-7,775	Closed	-$211K	–	74
2025 Q4	$211K	Hold	7,775	–	–	0.13%	46
2025 Q3	$205K	Buy	+7,775	New	+$202K	0.13%	55
2024 Q4	–	Sell	-7,775	Closed	-$204K	–	65
2024 Q3	$204K	Buy	+7,775	New	+$170K	0.13%	60

Other funds holding RF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Forthright Family Wealth Advisory's RF Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in Regions Financial (RF) in Q2 2026: 7,775 shares worth $235K. The stake represents 0.13% of the portfolio and ranks #52 among its holdings. This is a return to the name: Forthright Family Wealth Advisory previously reported a position in RF as recently as Q4 2025.

Forthright Family Wealth Advisory first reported a position in RF in Q3 2024 and has held it in 4 quarters since. 457 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Forthright Family Wealth Advisory held 7,775 shares of Regions Financial worth $235K as of Q2 2026.
Regions Financial was a new Forthright Family Wealth Advisory position in Q2 2026.
Regions Financial made up 0.13% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #52 holding.
Forthright Family Wealth Advisory first reported a position in Regions Financial in Q3 2024 and has held it in 4 quarters since.
457 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.