Impact Partnership Wealth
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Impact Partnership Wealth’s Regions Financial RF Stock Holding History

Impact Partnership 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
Q3 		$530K Buy
+19,708
New +$597K 0.05% 270
2026
Q2 		– Sell
-10,686
Closed -$279K – 488
2026
Q1 		$279K Buy
+10,686
New +$298K 0.03% 287
2025
Q4 		– Sell
-16,471
Closed -$434K – 421
2025
Q3 		$434K Sell
16,471
-2,532
-13% -$65.8K 0.06% 178
2025
Q2 		$447K Sell
19,003
-22,832
-55% -$483K 0.08% 153
2025
Q1 		$909K Buy
41,835
+16,676
+66% +$389K 0.19% 53
2024
Q4 		$592K Buy
+25,159
New +$622K 0.12% 103
2024
Q3 		– Sell
-26,294
Closed -$527K – 278
2024
Q2 		$527K Buy
26,294
+2,454
+10% +$47.6K 0.14% 98
2024
Q1 		$502K Sell
23,840
-4,738
-17% -$89.6K 0.2% 72
2023
Q4 		$554K Buy
28,578
+8,146
+40% +$135K 0.2% 72
2023
Q3 		$351K Buy
+20,432
New +$387K 0.11% 106

Other funds holding RF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Impact Partnership Wealth's RF Position: Q3 2026 in Review

Impact Partnership Wealth opened a new position in Regions Financial (RF) in Q3 2026: 19,708 shares worth $530K. The stake represents 0.05% of the portfolio and ranks #270 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in RF as recently as Q1 2026.

Impact Partnership Wealth first reported a position in RF in Q3 2023 and has held it in 10 quarters since. The position peaked at $909K in Q1 2025. 700 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Impact Partnership Wealth held 19,708 shares of Regions Financial worth $530K as of Q3 2026.
  • Regions Financial was a new Impact Partnership Wealth position in Q3 2026.
  • Regions Financial made up 0.05% of Impact Partnership Wealth's portfolio in Q3 2026, its #270 holding.
  • Impact Partnership Wealth first reported a position in Regions Financial in Q3 2023 and has held it in 10 quarters since.
  • Impact Partnership Wealth's Regions Financial position peaked at $909K in Q1 2025.
  • 700 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.