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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
Q2 		$1.44M Buy
47,758
+7,761
+19% +$218K 0.01% 1004
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 $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

Integrated Wealth Concepts's RF Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Regions Financial (RF) stake by 19% in Q2 2026, buying an estimated $218K and bringing the position to 47,758 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #1004.

Integrated Wealth Concepts first reported a position in RF in Q1 2023 and has held it in 14 quarters since. 1,109 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Integrated Wealth Concepts held 47,758 shares of Regions Financial worth $1.44M as of Q2 2026.
  • Integrated Wealth Concepts bought 7,761 Regions Financial shares in Q2 2026, an estimated $218K.
  • Regions Financial made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1004 holding.
  • Integrated Wealth Concepts first reported a position in Regions Financial in Q1 2023 and has held it in 14 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.