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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Impact Partnership Wealth's RF Position: Q1 2026 in Review

Impact Partnership Wealth opened a new position in Regions Financial (RF) in Q1 2026: 10,686 shares worth $279K. The stake represents 0.03% of the portfolio and ranks #287 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in RF as recently as Q3 2025.

Impact Partnership Wealth first reported a position in RF in Q3 2023 and has held it in 9 quarters since. The position peaked at $909K in Q1 2025. 1,071 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Impact Partnership Wealth held 10,686 shares of Regions Financial worth $279K as of Q1 2026.
Regions Financial was a new Impact Partnership Wealth position in Q1 2026.
Regions Financial made up 0.03% of Impact Partnership Wealth's portfolio in Q1 2026, its #287 holding.
Impact Partnership Wealth first reported a position in Regions Financial in Q3 2023 and has held it in 9 quarters since.
Impact Partnership Wealth's Regions Financial position peaked at $909K in Q1 2025.
1,071 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.