Laurel Wealth Advisors (North Carolina)’s Regions Financial RF Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-430	Closed	-$11.7K	–	532
2025 Q4	$11.7K	Buy	+430	New	+$11K	﹤0.01%	472
2025 Q2	–	Sell	-430	Closed	-$9.34K	–	556
2025 Q1	$9.34K	Hold	430	–	–	﹤0.01%	482
2024 Q4	$10.1K	Hold	430	–	–	﹤0.01%	485
2024 Q3	$10K	Sell	430 -320	-43%	-$6.99K	﹤0.01%	462
2024 Q2	$15K	Hold	750	–	–	﹤0.01%	398
2024 Q1	$15.8K	Sell	750 -649	-46%	-$12.3K	﹤0.01%	399
2023 Q4	$27.1K	Buy	1,399 +649	+87%	+$10.8K	0.01%	336
2023 Q3	$12.9K	Hold	750	–	–	﹤0.01%	384
2023 Q2	$13.4K	Hold	750	–	–	﹤0.01%	389
2023 Q1	$13.9K	Hold	750	–	–	﹤0.01%	382
2022 Q4	$16.2K	Hold	750	–	–	﹤0.01%	348
2022 Q3	$15K	Hold	750	–	–	﹤0.01%	358
2022 Q2	$14K	Hold	750	–	–	﹤0.01%	366
2022 Q1	$17K	Hold	750	–	–	﹤0.01%	365
2021 Q4	$16K	Hold	750	–	–	﹤0.01%	367
2021 Q3	$16K	Hold	750	–	–	﹤0.01%	366
2021 Q2	$15K	Hold	750	–	–	﹤0.01%	415
2021 Q1	$15K	Hold	750	–	–	﹤0.01%	384
2020 Q4	$12K	Hold	750	–	–	﹤0.01%	399
2020 Q3	$9K	Hold	750	–	–	﹤0.01%	394
2020 Q2	$8K	Hold	750	–	–	﹤0.01%	395
2020 Q1	$7K	Hold	750	–	–	﹤0.01%	392
2019 Q4	$13K	Hold	750	–	–	﹤0.01%	368
2019 Q3	$12K	Sell	750 -609	-45%	-$9.21K	﹤0.01%	366
2019 Q2	$20K	Buy	1,359 +750	+123%	+$11.1K	0.01%	316
2019 Q1	$9K	Hold	609	–	–	﹤0.01%	381
2018 Q4	$8K	Buy	+609	New	+$9.79K	﹤0.01%	378

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s RF Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Regions Financial (RF) in Q1 2026, closing a stake of 430 shares — an estimated $11.7K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in RF in Q4 2018 and held it in 27 quarters. The position peaked at $27.1K in Q4 2023. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 430 Regions Financial shares in Q1 2026, an estimated $11.7K.
Laurel Wealth Advisors (North Carolina) first reported a position in Regions Financial in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Regions Financial position peaked at $27.1K in Q4 2023.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.