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GW Henssler & Associates’s Regions Financial RF Stock Holding History

GW Henssler & Associates’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 		$234K Buy
+7,756
New +$218K 0.01% 218
2025
Q3 		– Sell
-9,434
Closed -$222K – 246
2025
Q2 		$222K Hold
9,434
– – 0.01% 163
2025
Q1 		$205K Buy
+9,434
New +$220K 0.01% 168

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
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

GW Henssler & Associates's RF Position: Q2 2026 in Review

GW Henssler & Associates opened a new position in Regions Financial (RF) in Q2 2026: 7,756 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings. This is a return to the name: GW Henssler & Associates previously reported a position in RF as recently as Q2 2025.

GW Henssler & Associates first reported a position in RF in Q1 2025 and has held it in 3 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • GW Henssler & Associates held 7,756 shares of Regions Financial worth $234K as of Q2 2026.
  • Regions Financial was a new GW Henssler & Associates position in Q2 2026.
  • Regions Financial made up 0.01% of GW Henssler & Associates's portfolio in Q2 2026, its #218 holding.
  • GW Henssler & Associates first reported a position in Regions Financial in Q1 2025 and has held it in 3 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.