Golden State Wealth Management’s Regions Financial RF Stock Holding History

Golden State 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 Q2	$4.84K	Hold	160	–	–	﹤0.01%	1256
2026 Q1	$4.19K	Hold	160	–	–	﹤0.01%	1242
2025 Q4	$4.34K	Hold	160	–	–	﹤0.01%	1262
2025 Q3	$4.22K	Hold	160	–	–	﹤0.01%	1281
2025 Q2	$3.76K	Hold	160	–	–	﹤0.01%	1272
2025 Q1	$3.48K	Hold	160	–	–	﹤0.01%	1238
2024 Q4	$3.76K	Buy	+160	New	+$3.95K	﹤0.01%	1166
2020 Q4	–	Sell	-1,084	Closed	-$12K	–	378
2020 Q3	$12K	Sell	1,084 -24,748	-96%	-$276K	﹤0.01%	398
2020 Q2	$287K	Buy	25,832 +24,748	+2,283%	+$263K	0.07%	176
2020 Q1	$10K	Buy	+1,084	New	+$15.2K	﹤0.01%	626
2019 Q4	–	Sell	-309	Closed	-$5K	–	726
2019 Q3	$5K	Hold	309	–	–	﹤0.01%	866
2019 Q2	$4K	Hold	309	–	–	﹤0.01%	911
2019 Q1	$4K	Buy	+309	New	+$4.73K	﹤0.01%	953

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Golden State Wealth Management's RF Position: Q2 2026 in Review

Golden State Wealth Management held its Regions Financial (RF) position steady in Q2 2026 at 160 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Golden State Wealth Management first reported a position in RF in Q1 2019 and has held it in 13 quarters since. The position peaked at $287K in Q2 2020. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Golden State Wealth Management held 160 shares of Regions Financial worth $4.84K as of Q2 2026.
Golden State Wealth Management left its Regions Financial share count unchanged in Q2 2026.
Regions Financial made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1256 holding.
Golden State Wealth Management first reported a position in Regions Financial in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's Regions Financial position peaked at $287K in Q2 2020.
1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.