MSWM
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Master's Wealth Management’s Regions Financial RF Stock Holding History

Master's 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
Q1 		$1.01M Buy
38,631
+372
+1% +$10.4K 0.34% 20
2025
Q4 		$1.04M Sell
38,259
-2,445
-6% -$62.4K 0.37% 19
2025
Q3 		$1.07M Buy
40,704
+401
+1% +$10.4K 0.47% 13
2025
Q2 		$948K Buy
40,303
+485
+1% +$10.3K 0.44% 13
2025
Q1 		$865K Buy
39,818
+418
+1% +$9.74K 0.45% 14
2024
Q4 		$927K Buy
+39,400
New +$974K 0.49% 13

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Master's Wealth Management's RF Position: Q1 2026 in Review

Master's Wealth Management increased its Regions Financial (RF) stake by 0.97% in Q1 2026, buying an estimated $10.4K and bringing the position to 38,631 shares worth $1.01M. The position accounts for 0.34% of the portfolio, ranked #20.

Master's Wealth Management first reported a position in RF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.07M in Q3 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Master's Wealth Management held 38,631 shares of Regions Financial worth $1.01M as of Q1 2026.
  • Master's Wealth Management bought 372 Regions Financial shares in Q1 2026, an estimated $10.4K.
  • Regions Financial made up 0.34% of Master's Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Master's Wealth Management first reported a position in Regions Financial in Q4 2024 and has held it in 6 quarters since.
  • Master's Wealth Management's Regions Financial position peaked at $1.07M in Q3 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Master's Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.