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Intentional Wealth Strategies’s Regions Financial RF Stock Holding History

Intentional Wealth Strategies’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
-120
Closed -$3.13K – 709
2026
Q1 		$3.13K Buy
+120
New +$3.35K ﹤0.01% 575

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

Intentional Wealth Strategies's RF Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Regions Financial (RF) in Q2 2026, closing a stake of 120 shares — an estimated $3.13K sold.

Intentional Wealth Strategies first reported a position in RF in Q1 2026 and held it in 1 quarter. The position peaked at $3.13K in Q1 2026. 1,101 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 120 Regions Financial shares in Q2 2026, an estimated $3.13K.
  • Intentional Wealth Strategies first reported a position in Regions Financial in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Regions Financial position peaked at $3.13K in Q1 2026.
  • 1,101 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

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