HWM
RF icon

HB Wealth Management’s Regions Financial RF Stock Holding History

HB 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 		$3.72M Buy
123,329
+8,477
+7% +$238K 0.02% 334
2026
Q1 		$3M Buy
114,852
+4,988
+5% +$139K 0.02% 339
2025
Q4 		$2.98M Buy
109,864
+2,610
+2% +$66.7K 0.02% 342
2025
Q3 		$2.83M Buy
107,254
+14,178
+15% +$368K 0.02% 346
2025
Q2 		$2.19M Sell
93,076
-5,346
-5% -$113K 0.02% 356
2025
Q1 		$2.14M Buy
98,422
+7,143
+8% +$166K 0.02% 365
2024
Q4 		$2.15M Sell
91,279
-5,380
-6% -$133K 0.02% 272
2024
Q3 		$2.26M Sell
96,659
-1,490
-2% -$32.6K 0.02% 259
2024
Q2 		$1.97M Buy
98,149
+1,429
+1% +$27.7K 0.02% 268
2024
Q1 		$2.03M Buy
96,720
+551
+0.6% +$10.4K 0.03% 242
2023
Q4 		$1.86M Sell
96,169
-2,943
-3% -$48.8K 0.03% 238
2023
Q3 		$1.7M Buy
99,112
+5,009
+5% +$94.9K 0.03% 231
2023
Q2 		$1.68M Sell
94,103
-9,701
-9% -$171K 0.03% 229
2023
Q1 		$1.93M Sell
103,804
-2,133
-2% -$46.4K 0.03% 198
2022
Q4 		$2.28M Buy
105,937
+18,828
+22% +$408K 0.04% 184
2022
Q3 		$1.75M Buy
87,109
+3,758
+5% +$79.3K 0.04% 193
2022
Q2 		$1.56M Sell
83,351
-269
-0.3% -$5.55K 0.03% 200
2022
Q1 		$1.86M Buy
83,620
+2,221
+3% +$52.3K 0.03% 191
2021
Q4 		$1.77M Buy
+81,399
New +$1.86M 0.04% 170

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

HB Wealth Management's RF Position: Q2 2026 in Review

HB Wealth Management increased its Regions Financial (RF) stake by 7.4% in Q2 2026, buying an estimated $238K and bringing the position to 123,329 shares worth $3.72M. The position accounts for 0.02% of the portfolio, ranked #334.

HB Wealth Management first reported a position in RF in Q4 2021 and has held it in 19 quarters since. 1,101 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • HB Wealth Management held 123,329 shares of Regions Financial worth $3.72M as of Q2 2026.
  • HB Wealth Management bought 8,477 Regions Financial shares in Q2 2026, an estimated $238K.
  • Regions Financial made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #334 holding.
  • HB Wealth Management first reported a position in Regions Financial in Q4 2021 and has held it in 19 quarters since.
  • 1,101 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.