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Hennion & Walsh Asset Management’s Regions Financial RF Stock Holding History

Hennion & Walsh Asset 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 		$1.11M Buy
36,848
+10,915
+42% +$306K 0.03% 534
2026
Q1 		$677K Buy
25,933
+2,623
+11% +$73.2K 0.02% 615
2025
Q4 		$632K Buy
23,310
+4,039
+21% +$103K 0.02% 642
2025
Q3 		$508K Buy
19,271
+1,744
+10% +$45.3K 0.02% 700
2025
Q2 		$412K Buy
17,527
+6,094
+53% +$129K 0.02% 735
2025
Q1 		$248K Buy
+11,433
New +$266K 0.01% 791
2024
Q4 		– Sell
-21,086
Closed -$492K – 901
2024
Q3 		$492K Buy
21,086
+560
+3% +$12.2K 0.02% 621
2024
Q2 		$411K Sell
20,526
-7,177
-26% -$139K 0.02% 645
2024
Q1 		$583K Sell
27,703
-987
-3% -$18.7K 0.03% 529
2023
Q4 		$556K Sell
28,690
-752
-3% -$12.5K 0.03% 531
2023
Q3 		$506K Sell
29,442
-280
-0.9% -$5.3K 0.03% 514
2023
Q2 		$530K Sell
29,722
-1,032
-3% -$18.2K 0.03% 490
2023
Q1 		$571K Buy
30,754
+9,550
+45% +$208K 0.04% 479
2022
Q4 		$457K Buy
+21,204
New +$460K 0.03% 518

Other funds holding RF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Hennion & Walsh Asset Management's RF Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Regions Financial (RF) stake by 42% in Q2 2026, buying an estimated $306K and bringing the position to 36,848 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #534.

Hennion & Walsh Asset Management first reported a position in RF in Q4 2022 and has held it in 14 quarters since. 232 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Hennion & Walsh Asset Management held 36,848 shares of Regions Financial worth $1.11M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 10,915 Regions Financial shares in Q2 2026, an estimated $306K.
  • Regions Financial made up 0.03% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #534 holding.
  • Hennion & Walsh Asset Management first reported a position in Regions Financial in Q4 2022 and has held it in 14 quarters since.
  • 232 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.