IWM
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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
Q2 		$6.31K Hold
209
– – ﹤0.01% 384
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 $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

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

IMG Wealth Management held its Regions Financial (RF) position steady in Q2 2026 at 209 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

IMG Wealth Management first reported a position in RF in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.24K in Q4 2025. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • IMG Wealth Management held 209 shares of Regions Financial worth $6.31K as of Q2 2026.
  • IMG Wealth Management left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #384 holding.
  • IMG Wealth Management first reported a position in Regions Financial in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Regions Financial position peaked at $9.24K in Q4 2025.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.