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

HHM 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 		$1.64M Sell
54,286
-4,940
-8% -$139K 0.16% 56
2026
Q1 		$1.55M Sell
59,226
-5,000
-8% -$140K 0.18% 56
2025
Q4 		$1.74M Hold
64,226
– – 0.2% 46
2025
Q3 		$1.69M Sell
64,226
-6,795
-10% -$176K 0.2% 48
2025
Q2 		$1.67M Sell
71,021
-89
-0.1% -$1.88K 0.2% 50
2025
Q1 		$1.55M Sell
71,110
-5,050
-7% -$118K 0.21% 49
2024
Q4 		$1.79M Sell
76,160
-14,169
-16% -$350K 0.24% 42
2024
Q3 		$2.11M Sell
90,329
-9,455
-9% -$207K 0.3% 31
2024
Q2 		$2M Sell
99,784
-14,377
-13% -$279K 0.3% 31
2024
Q1 		$2.4M Sell
114,161
-23
-0% -$435 0.4% 24
2023
Q4 		$2.21M Buy
114,184
+84,120
+280% +$1.4M 0.39% 23
2023
Q3 		$517K Sell
30,064
-12,210
-29% -$231K 0.1% 71
2023
Q2 		$753K Buy
42,274
+321
+0.8% +$5.67K 0.14% 54
2023
Q1 		$779K Buy
41,953
+37,852
+923% +$824K 0.16% 49
2022
Q4 		$88.4K Buy
4,101
+500
+14% +$10.8K 0.02% 186
2022
Q3 		$72K Sell
3,601
-1,750
-33% -$36.9K 0.02% 188
2022
Q2 		$100K Sell
5,351
-1,600
-23% -$33K 0.03% 193
2022
Q1 		$155K Sell
6,951
-500
-7% -$11.8K 0.04% 164
2021
Q4 		$162K Hold
7,451
– – 0.04% 162
2021
Q3 		$159K Buy
7,451
+2,160
+41% +$43K 0.04% 156
2021
Q2 		$107K Hold
5,291
– – 0.03% 193
2021
Q1 		$109K Hold
5,291
– – 0.03% 175
2020
Q4 		$85K Hold
5,291
– – 0.03% 192
2020
Q3 		$61K Hold
5,291
– – 0.02% 201
2020
Q2 		$59K Hold
5,291
– – 0.02% 204
2020
Q1 		$47K Buy
+5,291
New +$74.1K 0.02% 211

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
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

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

HHM Wealth Advisors reduced its Regions Financial (RF) stake by 8.3% in Q2 2026, selling an estimated $139K and leaving 54,286 shares worth $1.64M. The position accounts for 0.16% of the portfolio, ranked #56.

HHM Wealth Advisors first reported a position in RF in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.4M in Q1 2024. 243 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • HHM Wealth Advisors held 54,286 shares of Regions Financial worth $1.64M as of Q2 2026.
  • HHM Wealth Advisors sold 4,940 Regions Financial shares in Q2 2026, an estimated $139K.
  • Regions Financial made up 0.16% of HHM Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • HHM Wealth Advisors first reported a position in Regions Financial in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Regions Financial position peaked at $2.4M in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.