JWM
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JPL Wealth Management’s Regions Financial RF Stock Holding History

JPL 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 		$6.19K Buy
205
+11
+6% +$309 ﹤0.01% 717
2026
Q1 		$5.07K Buy
+194
New +$5.42K ﹤0.01% 688
2025
Q4 		– Sell
-194
Closed -$5.12K – 895
2025
Q3 		$5.12K Buy
+194
New +$5.04K ﹤0.01% 662

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

JPL Wealth Management's RF Position: Q2 2026 in Review

JPL Wealth Management increased its Regions Financial (RF) stake by 5.7% in Q2 2026, buying an estimated $309 and bringing the position to 205 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

JPL Wealth Management first reported a position in RF in Q3 2025 and has held it in 3 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • JPL Wealth Management held 205 shares of Regions Financial worth $6.19K as of Q2 2026.
  • JPL Wealth Management bought 11 Regions Financial shares in Q2 2026, an estimated $309.
  • Regions Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #717 holding.
  • JPL Wealth Management first reported a position in Regions Financial in Q3 2025 and has held it in 3 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.