HWA
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Heritage Wealth Advisors’s Regions Financial RF Stock Holding History

Heritage Wealth Advisors’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 		$104K Hold
3,437
– – ﹤0.01% 261
2026
Q1 		$89.8K Buy
+3,437
New +$96K ﹤0.01% 265
2020
Q1 		– Sell
-101
Closed -$1.73K – 554
2019
Q4 		$1.73K Buy
+101
New +$1.66K ﹤0.01% 585

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

Heritage Wealth Advisors's RF Position: Q2 2026 in Review

Heritage Wealth Advisors held its Regions Financial (RF) position steady in Q2 2026 at 3,437 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Heritage Wealth Advisors first reported a position in RF in Q4 2019 and has held it in 3 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Heritage Wealth Advisors held 3,437 shares of Regions Financial worth $104K as of Q2 2026.
  • Heritage Wealth Advisors left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #261 holding.
  • Heritage Wealth Advisors first reported a position in Regions Financial in Q4 2019 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 Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.