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Legacy Wealth Management (Idaho)’s Regions Financial RF Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-2,589
Closed -$67.6K – 776
2026
Q1 		$67.6K Buy
2,589
+381
+17% +$10.6K 0.03% 230
2025
Q4 		$59.8K Buy
2,208
+603
+38% +$15.4K 0.03% 197
2025
Q3 		$42.3K Hold
1,605
– – 0.02% 190
2025
Q2 		$37.8K Hold
1,605
– – 0.02% 177
2025
Q1 		$34.9K Hold
1,605
– – 0.02% 178
2024
Q4 		$39.2K Hold
1,605
– – 0.03% 142
2024
Q3 		$41.9K Buy
+1,605
New +$35.1K 0.02% 130

Other funds holding RF

BlackRock
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s RF Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Regions Financial (RF) in Q2 2026, closing a stake of 2,589 shares — an estimated $67.6K sold.

Legacy Wealth Management (Idaho) first reported a position in RF in Q3 2024 and held it in 7 quarters. The position peaked at $67.6K in Q1 2026. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 2,589 Regions Financial shares in Q2 2026, an estimated $67.6K.
  • Legacy Wealth Management (Idaho) first reported a position in Regions Financial in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Regions Financial position peaked at $67.6K in Q1 2026.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.