LJI Wealth Management’s Regions Financial RF Stock Holding History

LJI 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	$783K	Hold	25,940	–	–	0.11%	81
2026 Q1	$678K	Hold	25,940	–	–	0.11%	74
2025 Q4	$703K	Hold	25,940	–	–	0.11%	82
2025 Q3	$684K	Sell	25,940 -1,100	-4%	-$28.6K	0.12%	64
2025 Q2	$636K	Sell	27,040 -400	-1%	-$8.47K	0.11%	75
2025 Q1	$596K	Sell	27,440 -1,000	-4%	-$23.3K	0.12%	75
2024 Q4	$669K	Sell	28,440 -950	-3%	-$23.5K	0.13%	69
2024 Q3	$686K	Hold	29,390	–	–	0.14%	75
2024 Q2	$589K	Buy	+29,390	New	+$570K	0.13%	84
2024 Q1	–	Sell	-29,667	Closed	-$575K	–	165
2023 Q4	$575K	Buy	29,667 +250	+0.8%	+$4.15K	0.15%	77
2023 Q3	$506K	Sell	29,417 -50	-0.2%	-$947	0.15%	77
2023 Q2	$525K	Buy	29,467 +300	+1%	+$5.3K	0.15%	73
2023 Q1	$541K	Buy	29,167 +850	+3%	+$18.5K	0.17%	66
2022 Q4	$611K	Buy	+28,317	New	+$614K	0.21%	54

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

LJI Wealth Management's RF Position: Q2 2026 in Review

LJI Wealth Management held its Regions Financial (RF) position steady in Q2 2026 at 25,940 shares worth $783K. The position accounts for 0.11% of the portfolio, ranked #81.

LJI Wealth Management first reported a position in RF in Q4 2022 and has held it in 14 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

LJI Wealth Management held 25,940 shares of Regions Financial worth $783K as of Q2 2026.
LJI Wealth Management left its Regions Financial share count unchanged in Q2 2026.
Regions Financial made up 0.11% of LJI Wealth Management's portfolio in Q2 2026, its #81 holding.
LJI Wealth Management first reported a position in Regions Financial in Q4 2022 and has held it in 14 quarters since.
1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.