JTWM
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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
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 $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

Jackson Thornton Wealth Management's RF Position: Q1 2026 in Review

Jackson Thornton Wealth Management sold out of Regions Financial (RF) in Q1 2026, closing a stake of 9,329 shares — an estimated $268K sold.

Jackson Thornton Wealth Management first reported a position in RF in Q4 2025 and held it in 1 quarter. The position peaked at $268K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Jackson Thornton Wealth Management reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 9,329 Regions Financial shares in Q1 2026, an estimated $268K.
  • Jackson Thornton Wealth Management first reported a position in Regions Financial in Q4 2025 and held it in 1 quarter.
  • Jackson Thornton Wealth Management's Regions Financial position peaked at $268K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.