KMWM
RF icon

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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Keudell/Morrison Wealth Management's RF Position: Q2 2026 in Review

Keudell/Morrison Wealth Management opened a new position in Regions Financial (RF) in Q2 2026: 8,218 shares worth $248K. The stake represents 0.05% of the portfolio and ranks #227 among its holdings. This is a return to the name: Keudell/Morrison Wealth Management previously reported a position in RF as recently as Q4 2020.

Keudell/Morrison Wealth Management first reported a position in RF in Q2 2020 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Keudell/Morrison Wealth Management held 8,218 shares of Regions Financial worth $248K as of Q2 2026.
  • Regions Financial was a new Keudell/Morrison Wealth Management position in Q2 2026.
  • Regions Financial made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Keudell/Morrison Wealth Management first reported a position in Regions Financial in Q2 2020 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.