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MBL Wealth’s Regions Financial RF Stock Holding History

MBL Wealth’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 		$264K Buy
8,741
+422
+5% +$11.8K 0.02% 311
2026
Q1 		$217K Buy
+8,319
New +$232K 0.02% 312
2022
Q2 		– Sell
-12,041
Closed -$268K – 168
2022
Q1 		$268K Buy
+12,041
New +$283K 0.07% 140
2021
Q3 		$283K Buy
+13,285
New +$264K 0.1% 68

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

MBL Wealth's RF Position: Q2 2026 in Review

MBL Wealth increased its Regions Financial (RF) stake by 5.1% in Q2 2026, buying an estimated $11.8K and bringing the position to 8,741 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #311.

MBL Wealth first reported a position in RF in Q3 2021 and has held it in 4 quarters since. The position peaked at $283K in Q3 2021. 1,105 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • MBL Wealth held 8,741 shares of Regions Financial worth $264K as of Q2 2026.
  • MBL Wealth bought 422 Regions Financial shares in Q2 2026, an estimated $11.8K.
  • Regions Financial made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #311 holding.
  • MBL Wealth first reported a position in Regions Financial in Q3 2021 and has held it in 4 quarters since.
  • MBL Wealth's Regions Financial position peaked at $283K in Q3 2021.
  • 1,105 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.