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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

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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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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. 1,083 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.
  • 1,083 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.