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Integrated Wealth Concepts’s Regions Financial RF Stock Holding History

Integrated Wealth Concepts’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 		$1.04M Buy
39,997
+8,725
+28% +$244K 0.01% 1087
2025
Q4 		$847K Buy
31,272
+4,552
+17% +$116K 0.01% 846
2025
Q3 		$705K Sell
26,720
-7,722
-22% -$201K 0.01% 1163
2025
Q2 		$810K Buy
34,442
+4,451
+15% +$94.2K 0.01% 1033
2025
Q1 		$652K Buy
29,991
+14,857
+98% +$346K 0.01% 1032
2024
Q4 		$356K Buy
15,134
+1,418
+10% +$35K ﹤0.01% 1279
2024
Q3 		$320K Buy
13,716
+212
+2% +$4.63K ﹤0.01% 1300
2024
Q2 		$271K Sell
13,504
-2,783
-17% -$54K ﹤0.01% 1372
2024
Q1 		$343K Buy
16,287
+6,061
+59% +$115K 0.01% 1245
2023
Q4 		$198K Sell
10,226
-155
-1% -$2.57K ﹤0.01% 1467
2023
Q3 		$179K Sell
10,381
-5,572
-35% -$106K ﹤0.01% 1432
2023
Q2 		$284K Buy
15,953
+5,104
+47% +$90.1K ﹤0.01% 1253
2023
Q1 		$201K Buy
+10,849
New +$236K ﹤0.01% 1222

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Wealth Concepts's RF Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Regions Financial (RF) stake by 28% in Q1 2026, buying an estimated $244K and bringing the position to 39,997 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1087.

Integrated Wealth Concepts first reported a position in RF in Q1 2023 and has held it in 13 quarters since. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Integrated Wealth Concepts held 39,997 shares of Regions Financial worth $1.04M as of Q1 2026.
  • Integrated Wealth Concepts bought 8,725 Regions Financial shares in Q1 2026, an estimated $244K.
  • Regions Financial made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1087 holding.
  • Integrated Wealth Concepts first reported a position in Regions Financial in Q1 2023 and has held it in 13 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.