High Note Wealth’s Regions Financial RF Stock Holding History

High Note Wealth’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	$3.02K	Sell	100 -49	-33%	-$1.38K	﹤0.01%	738
2026 Q1	$3.89K	Buy	149 +65	+77%	+$1.81K	﹤0.01%	633
2025 Q4	$2.28K	Buy	84 +1	+1%	+$26	﹤0.01%	726
2025 Q3	$2.19K	Buy	83 +6	+8%	+$156	﹤0.01%	671
2025 Q2	$1.81K	Sell	77 -22	-22%	-$466	﹤0.01%	689
2025 Q1	$2.15K	Hold	99	–	–	﹤0.01%	647
2024 Q4	$2.33K	Buy	+99	New	+$2.45K	﹤0.01%	654

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

High Note Wealth's RF Position: Q2 2026 in Review

High Note Wealth reduced its Regions Financial (RF) stake by 33% in Q2 2026, selling an estimated $1.38K and leaving 100 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

High Note Wealth first reported a position in RF in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.89K in Q1 2026. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

High Note Wealth held 100 shares of Regions Financial worth $3.02K as of Q2 2026.
High Note Wealth sold 49 Regions Financial shares in Q2 2026, an estimated $1.38K.
Regions Financial made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #738 holding.
High Note Wealth first reported a position in Regions Financial in Q4 2024 and has held it in 7 quarters since.
High Note Wealth's Regions Financial position peaked at $3.89K in Q1 2026.
1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.