LVW Advisors’s Regions Financial RF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

LVW Advisors's RF Position: Q2 2026 in Review

LVW Advisors increased its Regions Financial (RF) stake by 4.9% in Q2 2026, buying an estimated $30K and bringing the position to 22,912 shares worth $692K. The position accounts for 0.06% of the portfolio, ranked #174.

LVW Advisors first reported a position in RF in Q3 2024 and has held it in 7 quarters since. 457 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • LVW Advisors held 22,912 shares of Regions Financial worth $692K as of Q2 2026.
  • LVW Advisors bought 1,070 Regions Financial shares in Q2 2026, an estimated $30K.
  • Regions Financial made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #174 holding.
  • LVW Advisors first reported a position in Regions Financial in Q3 2024 and has held it in 7 quarters since.
  • 457 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.