Kingswood Wealth Advisors’s Regions Financial RF Stock Holding History

Kingswood Wealth Advisors’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	$834K	Buy	27,615 +650	+2%	+$18.2K	0.03%	455
2026 Q1	$704K	Buy	26,965 +227	+0.8%	+$6.34K	0.03%	460
2025 Q4	$725K	Buy	26,738 +18,503	+225%	+$473K	0.04%	422
2025 Q3	$217K	Buy	+8,235	New	+$214K	0.01%	741
2025 Q1	–	Sell	-12,545	Closed	-$295K	–	810
2024 Q4	$295K	Sell	12,545 -14,924	-54%	-$369K	0.02%	615
2024 Q3	$638K	Sell	27,469 -2,155	-7%	-$47.1K	0.05%	392
2024 Q2	$594K	Buy	29,624 +180	+0.6%	+$3.49K	0.05%	346
2024 Q1	$620K	Sell	29,444 -660	-2%	-$12.5K	0.07%	292
2023 Q4	$583K	Buy	+30,104	New	+$500K	0.07%	307
2023 Q3	–	Sell	-10,298	Closed	-$184K	–	470
2023 Q2	$184K	Buy	+10,298	New	+$182K	0.06%	250

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kingswood Wealth Advisors's RF Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Regions Financial (RF) stake by 2.4% in Q2 2026, buying an estimated $18.2K and bringing the position to 27,615 shares worth $834K. The position accounts for 0.03% of the portfolio, ranked #455.

Kingswood Wealth Advisors first reported a position in RF in Q2 2023 and has held it in 10 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Kingswood Wealth Advisors held 27,615 shares of Regions Financial worth $834K as of Q2 2026.
Kingswood Wealth Advisors bought 650 Regions Financial shares in Q2 2026, an estimated $18.2K.
Regions Financial made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #455 holding.
Kingswood Wealth Advisors first reported a position in Regions Financial in Q2 2023 and has held it in 10 quarters since.
1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.