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Forvis Mazars Wealth Advisors’s Regions Financial RF Stock Holding History

Forvis Mazars 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 		$872K Sell
33,395
-1
-0% -$28 0.02% 226
2025
Q4 		$905K Buy
33,396
+2,141
+7% +$54.7K 0.02% 219
2025
Q3 		$824K Buy
31,255
+5,721
+22% +$149K 0.02% 226
2025
Q2 		$601K Buy
25,534
+187
+0.7% +$3.96K 0.01% 255
2025
Q1 		$551K Sell
25,347
-925
-4% -$21.6K 0.01% 268
2024
Q4 		$618K Sell
26,272
-1,037
-4% -$25.6K 0.01% 283
2024
Q3 		$637K Buy
27,309
+965
+4% +$21.1K 0.01% 281
2024
Q2 		$528K Hold
26,344
– – 0.01% 282
2024
Q1 		$554K Hold
26,344
– – 0.01% 275
2023
Q4 		$511K Hold
26,344
– – 0.01% 277
2023
Q3 		$453K Sell
26,344
-42
-0.2% -$796 0.01% 286
2023
Q2 		$470K Hold
26,386
– – 0.01% 300
2023
Q1 		$490K Hold
26,386
– – 0.02% 270
2022
Q4 		$569K Hold
26,386
– – 0.02% 245
2022
Q3 		$530K Sell
26,386
-3,288
-11% -$69.4K 0.02% 248
2022
Q2 		$556K Sell
29,674
-25
-0.1% -$516 0.02% 238
2022
Q1 		$661K Hold
29,699
– – 0.03% 168
2021
Q4 		$647K Hold
29,699
– – 0.03% 162
2021
Q3 		$633K Sell
29,699
-27
-0.1% -$537 0.03% 158
2021
Q2 		$600K Sell
29,726
-37
-0.1% -$800 0.03% 158
2021
Q1 		$615K Sell
29,763
-2,428
-8% -$47.5K 0.03% 158
2020
Q4 		$519K Buy
32,191
+720
+2% +$10.4K 0.03% 219
2020
Q3 		$363K Buy
31,471
+400
+1% +$4.46K 0.02% 241
2020
Q2 		$346K Sell
31,071
-244
-0.8% -$2.6K 0.02% 235
2020
Q1 		$281K Sell
31,315
-99
-0.3% -$1.39K 0.02% 233
2019
Q4 		$539K Buy
31,414
+78
+0.2% +$1.28K 0.04% 184
2019
Q3 		$496K Buy
31,336
+97
+0.3% +$1.47K 0.04% 175
2019
Q2 		$467K Buy
31,239
+4,375
+16% +$64.6K 0.04% 171
2019
Q1 		$380K Buy
26,864
+532
+2% +$8.15K 0.03% 188
2018
Q4 		$352K Buy
26,332
+1,502
+6% +$24.1K 0.04% 167
2018
Q3 		$456K Buy
24,830
+109
+0.4% +$2.05K 0.04% 156
2018
Q2 		$440K Sell
24,721
-250
-1% -$4.68K 0.04% 153
2018
Q1 		$464K Buy
24,971
+312
+1% +$5.91K 0.05% 155
2017
Q4 		$426K Sell
24,659
-673
-3% -$10.8K 0.04% 166
2017
Q3 		$386K Sell
25,332
-52
-0.2% -$748 0.04% 157
2017
Q2 		$372K Buy
25,384
+485
+2% +$6.83K 0.04% 162
2017
Q1 		$362K Sell
24,899
-161
-0.6% -$2.38K 0.04% 156
2016
Q4 		$360K Buy
25,060
+1,130
+5% +$14K 0.05% 141
2016
Q3 		$236K Sell
23,930
-1
-0% -$9 0.03% 169
2016
Q2 		$204K Buy
23,931
+381
+2% +$3.45K 0.03% 181
2016
Q1 		$185K Buy
23,550
+406
+2% +$3.27K 0.03% 187
2015
Q4 		$222K Buy
23,144
+44
+0.2% +$422 0.03% 170
2015
Q3 		$208K Buy
23,100
+141
+0.6% +$1.39K 0.04% 170
2015
Q2 		$238K Sell
22,959
-359
-2% -$3.62K 0.04% 163
2015
Q1 		$220K Buy
+23,318
New +$220K 0.03% 173

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

Forvis Mazars Wealth Advisors's RF Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Regions Financial (RF) stake by 0% in Q1 2026, selling an estimated $28 and leaving 33,395 shares worth $872K. The position accounts for 0.02% of the portfolio, ranked #226.

Forvis Mazars Wealth Advisors first reported a position in RF in Q1 2015 and has held it in 45 quarters since. The position peaked at $905K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 33,395 shares of Regions Financial worth $872K as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 1 Regions Financial share in Q1 2026, an estimated $28.
  • Regions Financial made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #226 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Regions Financial in Q1 2015 and has held it in 45 quarters since.
  • Forvis Mazars Wealth Advisors's Regions Financial position peaked at $905K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.