LVW Advisors
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LVW Advisors’s Regions Financial RF Stock Holding History

LVW Advisors’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
Q3 		$896K Buy
33,332
+10,420
+45% +$316K 0.08% 166
2026
Q2 		$692K Buy
22,912
+1,070
+5% +$30K 0.06% 174
2026
Q1 		$571K Buy
21,842
+3,450
+19% +$96.3K 0.05% 191
2025
Q4 		$498K Buy
18,392
+4,067
+28% +$104K 0.05% 189
2025
Q3 		$378K Buy
14,325
+2,927
+26% +$76K 0.04% 238
2025
Q2 		$268K Buy
+11,398
New +$241K 0.03% 279
2025
Q1 		– Sell
-8,650
Closed -$203K – 315
2024
Q4 		$203K Sell
8,650
-565
-6% -$14K 0.02% 303
2024
Q3 		$215K Buy
+9,215
New +$201K 0.03% 290

Other funds holding RF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

LVW Advisors's RF Position: Q3 2026 in Review

LVW Advisors increased its Regions Financial (RF) stake by 45% in Q3 2026, buying an estimated $316K and bringing the position to 33,332 shares worth $896K. The position accounts for 0.08% of the portfolio, ranked #166.

LVW Advisors first reported a position in RF in Q3 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • LVW Advisors held 33,332 shares of Regions Financial worth $896K as of Q3 2026.
  • LVW Advisors bought 10,420 Regions Financial shares in Q3 2026, an estimated $316K.
  • Regions Financial made up 0.08% of LVW Advisors's portfolio in Q3 2026, its #166 holding.
  • LVW Advisors first reported a position in Regions Financial in Q3 2024 and has held it in 8 quarters since.
  • 639 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.