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MBM Wealth Consultants’s Regions Financial RF Stock Holding History

MBM Wealth Consultants’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
Closed -$183 – 303
2026
Q1 		$183 Buy
+7
New +$195 ﹤0.01% 378
2023
Q4 		– Sell
-11,031
Closed -$177K – 118
2023
Q3 		$177K Buy
11,031
+784
+8% +$14.8K 0.08% 103
2023
Q2 		$194K Buy
10,247
+3,773
+58% +$66.6K 0.08% 102
2023
Q1 		$184K Hold
6,474
– – 0.08% 103
2022
Q4 		$139K Buy
6,474
+1,999
+45% +$43.3K 0.06% 114
2022
Q3 		$92K Buy
4,475
+1,235
+38% +$26.1K 0.04% 117
2022
Q2 		$61K Buy
3,240
+122
+4% +$2.52K 0.03% 148
2022
Q1 		$69K Buy
3,118
+940
+43% +$22.1K 0.03% 166
2021
Q4 		$47K Buy
2,178
+640
+42% +$14.6K 0.02% 169
2021
Q3 		$33K Buy
1,538
+358
+30% +$7.12K 0.02% 172
2021
Q2 		$24K Hold
1,180
– – 0.01% 186
2021
Q1 		$24K Buy
+1,180
New +$23.1K 0.01% 179

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

MBM Wealth Consultants's RF Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Regions Financial (RF) in Q2 2026, closing a stake of 7 shares — an estimated $183 sold.

MBM Wealth Consultants first reported a position in RF in Q1 2021 and held it in 12 quarters. The position peaked at $194K in Q2 2023. 1,105 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 7 Regions Financial shares in Q2 2026, an estimated $183.
  • MBM Wealth Consultants first reported a position in Regions Financial in Q1 2021 and held it in 12 quarters.
  • MBM Wealth Consultants's Regions Financial position peaked at $194K in Q2 2023.
  • 1,105 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.