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MWC
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
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
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$654B AUM
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1-Year Est. Return
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Invesco
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$653B AUM
32.41%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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