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Greykasell Wealth Strategies’s Regions Financial RF Stock Holding History

Greykasell Wealth Strategies’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 		$16.1K Hold
533
– – 0.01% 334
2026
Q1 		$13.9K Hold
533
– – 0.01% 366
2025
Q4 		$14.5K Buy
+533
New +$13.6K 0.01% 338

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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Greykasell Wealth Strategies's RF Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Regions Financial (RF) position steady in Q2 2026 at 533 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #334.

Greykasell Wealth Strategies first reported a position in RF in Q4 2025 and has held it in 3 quarters since. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Greykasell Wealth Strategies held 533 shares of Regions Financial worth $16.1K as of Q2 2026.
  • Greykasell Wealth Strategies left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up 0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #334 holding.
  • Greykasell Wealth Strategies first reported a position in Regions Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.