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IMG Wealth Management’s Regions Financial RF Stock Holding History

IMG 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
Q1 		$5.46K Sell
209
-132
-39% -$3.69K ﹤0.01% 368
2025
Q4 		$9.24K Buy
341
+133
+64% +$3.4K 0.01% 325
2025
Q3 		$5.49K Hold
208
– – ﹤0.01% 342
2025
Q2 		$4.89K Buy
+208
New +$4.4K ﹤0.01% 345

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IMG Wealth Management's RF Position: Q1 2026 in Review

IMG Wealth Management reduced its Regions Financial (RF) stake by 39% in Q1 2026, selling an estimated $3.69K and leaving 209 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

IMG Wealth Management first reported a position in RF in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.24K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • IMG Wealth Management held 209 shares of Regions Financial worth $5.46K as of Q1 2026.
  • IMG Wealth Management sold 132 Regions Financial shares in Q1 2026, an estimated $3.69K.
  • Regions Financial made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #368 holding.
  • IMG Wealth Management first reported a position in Regions Financial in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Regions Financial position peaked at $9.24K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.