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Jackson Thornton Wealth Management’s Regions Financial RF Stock Holding History

Jackson Thornton 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 		$312K Buy
+10,334
New +$290K 0.02% 275
2026
Q1 		– Sell
-9,329
Closed -$268K – 334
2025
Q4 		$268K Buy
+9,329
New +$238K 0.03% 226

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

Jackson Thornton Wealth Management's RF Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in Regions Financial (RF) in Q2 2026: 10,334 shares worth $312K. The stake represents 0.02% of the portfolio and ranks #275 among its holdings. This is a return to the name: Jackson Thornton Wealth Management previously reported a position in RF as recently as Q4 2025.

Jackson Thornton Wealth Management first reported a position in RF in Q4 2025 and has held it in 2 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Jackson Thornton Wealth Management held 10,334 shares of Regions Financial worth $312K as of Q2 2026.
  • Regions Financial was a new Jackson Thornton Wealth Management position in Q2 2026.
  • Regions Financial made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Jackson Thornton Wealth Management first reported a position in Regions Financial in Q4 2025 and has held it in 2 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.