GeoWealth Management’s Regions Financial RF Stock Holding History

GeoWealth 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	$278K	Buy	9,216 +618	+7%	+$17.3K	0.01%	684
2026 Q1	$225K	Buy	+8,598	New	+$240K	0.01%	689
2025 Q3	–	Sell	-3,851	Closed	-$90.6K	–	1115
2025 Q2	$90.6K	Buy	3,851 +496	+15%	+$10.5K	﹤0.01%	833
2025 Q1	$72.9K	Sell	3,355 -14,267	-81%	-$332K	﹤0.01%	843
2024 Q4	$414K	Buy	17,622 +8,070	+84%	+$199K	0.01%	517
2024 Q3	$223K	Sell	9,552 -217	-2%	-$4.74K	0.01%	682
2024 Q2	$196K	Buy	+9,769	New	+$189K	0.01%	698
2023 Q2	–	Sell	-3,516	Closed	-$66K	–	468
2023 Q1	$66K	Buy	+3,516	New	+$76.6K	0.01%	276

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

GeoWealth Management's RF Position: Q2 2026 in Review

GeoWealth Management increased its Regions Financial (RF) stake by 7.2% in Q2 2026, buying an estimated $17.3K and bringing the position to 9,216 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #684.

GeoWealth Management first reported a position in RF in Q1 2023 and has held it in 8 quarters since. The position peaked at $414K in Q4 2024. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

GeoWealth Management held 9,216 shares of Regions Financial worth $278K as of Q2 2026.
GeoWealth Management bought 618 Regions Financial shares in Q2 2026, an estimated $17.3K.
Regions Financial made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #684 holding.
GeoWealth Management first reported a position in Regions Financial in Q1 2023 and has held it in 8 quarters since.
GeoWealth Management's Regions Financial position peaked at $414K in Q4 2024.
1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.