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Iams Wealth Management’s Regions Financial RF Stock Holding History

Iams 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 		$735K Buy
24,352
+5,661
+30% +$159K 0.22% 121
2026
Q1 		$488K Buy
18,691
+3,854
+26% +$108K 0.17% 141
2025
Q4 		$402K Buy
14,837
+2,495
+20% +$63.7K 0.15% 133
2025
Q3 		$325K Buy
12,342
+979
+9% +$25.4K 0.13% 145
2025
Q2 		$267K Buy
+11,363
New +$241K 0.12% 146

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

Iams Wealth Management increased its Regions Financial (RF) stake by 30% in Q2 2026, buying an estimated $159K and bringing the position to 24,352 shares worth $735K. The position accounts for 0.22% of the portfolio, ranked #121.

Iams Wealth Management first reported a position in RF in Q2 2025 and has held it in 5 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Iams Wealth Management held 24,352 shares of Regions Financial worth $735K as of Q2 2026.
  • Iams Wealth Management bought 5,661 Regions Financial shares in Q2 2026, an estimated $159K.
  • Regions Financial made up 0.22% of Iams Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Iams Wealth Management first reported a position in Regions Financial in Q2 2025 and has held it in 5 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.