Institute for Wealth Management’s Regions Financial RF Stock Holding History

Institute for 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	$20.1K	Buy	+667	New	+$18.7K	﹤0.01%	1131

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Institute for Wealth Management's RF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Regions Financial (RF) in Q2 2026: 667 shares worth $20.1K. The stake represents ﹤0.01% of the portfolio and ranks #1131 among its holdings.

677 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Institute for Wealth Management held 667 shares of Regions Financial worth $20.1K as of Q2 2026.
Regions Financial was a new Institute for Wealth Management position in Q2 2026.
Regions Financial made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1131 holding.
677 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.