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Keudell/Morrison Wealth Management’s Regions Financial RF Stock Holding History

Keudell/Morrison 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
Q3 		$337K Buy
12,552
+4,334
+53% +$131K 0.06% 185
2026
Q2 		$248K Buy
+8,218
New +$231K 0.05% 227
2021
Q1 		– Sell
-11,656
Closed -$188K – 172
2020
Q4 		$188K Buy
11,656
+140
+1% +$2.02K 0.12% 153
2020
Q3 		$133K Sell
11,516
-305
-3% -$3.4K 0.09% 142
2020
Q2 		$131K Buy
+11,821
New +$126K 0.11% 136

Other funds holding RF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Keudell/Morrison Wealth Management's RF Position: Q3 2026 in Review

Keudell/Morrison Wealth Management increased its Regions Financial (RF) stake by 53% in Q3 2026, buying an estimated $131K and bringing the position to 12,552 shares worth $337K. The position accounts for 0.06% of the portfolio, ranked #185.

Keudell/Morrison Wealth Management first reported a position in RF in Q2 2020 and has held it in 5 quarters since. 937 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Keudell/Morrison Wealth Management held 12,552 shares of Regions Financial worth $337K as of Q3 2026.
  • Keudell/Morrison Wealth Management bought 4,334 Regions Financial shares in Q3 2026, an estimated $131K.
  • Regions Financial made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q3 2026, its #185 holding.
  • Keudell/Morrison Wealth Management first reported a position in Regions Financial in Q2 2020 and has held it in 5 quarters since.
  • 937 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.