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LongView Wealth Management’s Regions Financial RF Stock Holding History

LongView 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 		– Sell
-7,254
Closed -$201K – 248
2026
Q1 		$201K Buy
+7,254
New +$203K 0.05% 245
2025
Q1 		– Sell
-18,150
Closed -$427K – 209
2024
Q4 		$427K Buy
18,150
+28
+0.2% +$692 0.13% 131
2024
Q3 		$423K Buy
18,122
+25
+0.1% +$546 0.14% 124
2024
Q2 		$363K Buy
18,097
+1,337
+8% +$25.9K 0.13% 132
2024
Q1 		$353K Hold
16,760
– – 0.14% 128
2023
Q4 		$320K Buy
+16,760
New +$278K 0.14% 133

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 $3.37T AUM 44.26% 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

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

LongView Wealth Management sold out of Regions Financial (RF) in Q2 2026, closing a stake of 7,254 shares — an estimated $201K sold.

LongView Wealth Management first reported a position in RF in Q4 2023 and held it in 6 quarters. The position peaked at $427K in Q4 2024. 1,101 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • LongView Wealth Management reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
  • LongView Wealth Management sold 7,254 Regions Financial shares in Q2 2026, an estimated $201K.
  • LongView Wealth Management first reported a position in Regions Financial in Q4 2023 and held it in 6 quarters.
  • LongView Wealth Management's Regions Financial position peaked at $427K in Q4 2024.
  • 1,101 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.