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Gateway Wealth Partners’s Regions Financial RF Stock Holding History

Gateway Wealth Partners’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 		$906K Sell
30,008
-30,406
-50% -$853K 0.05% 329
2026
Q1 		$1.58M Buy
60,414
+31,188
+107% +$871K 0.06% 296
2025
Q4 		$792K Buy
29,226
+502
+2% +$12.8K 0.09% 216
2025
Q3 		$757K Buy
+28,724
New +$746K 0.1% 196

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Gateway Wealth Partners's RF Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Regions Financial (RF) stake by 50% in Q2 2026, selling an estimated $853K and leaving 30,008 shares worth $906K. The position accounts for 0.05% of the portfolio, ranked #329.

Gateway Wealth Partners first reported a position in RF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.58M in Q1 2026. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Gateway Wealth Partners held 30,008 shares of Regions Financial worth $906K as of Q2 2026.
  • Gateway Wealth Partners sold 30,406 Regions Financial shares in Q2 2026, an estimated $853K.
  • Regions Financial made up 0.05% of Gateway Wealth Partners's portfolio in Q2 2026, its #329 holding.
  • Gateway Wealth Partners first reported a position in Regions Financial in Q3 2025 and has held it in 4 quarters since.
  • Gateway Wealth Partners's Regions Financial position peaked at $1.58M in Q1 2026.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.