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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
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

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

Impact Partnership Wealth's RF Position: Q2 2026 in Review

Impact Partnership Wealth sold out of Regions Financial (RF) in Q2 2026, closing a stake of 10,686 shares — an estimated $279K sold.

Impact Partnership Wealth first reported a position in RF in Q3 2023 and held it in 9 quarters. The position peaked at $909K in Q1 2025. 1,109 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Impact Partnership Wealth reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 10,686 Regions Financial shares in Q2 2026, an estimated $279K.
  • Impact Partnership Wealth first reported a position in Regions Financial in Q3 2023 and held it in 9 quarters.
  • Impact Partnership Wealth's Regions Financial position peaked at $909K in Q1 2025.
  • 1,109 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.