Meridian Wealth Management
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Meridian Wealth Management’s Regions Financial RF Stock Holding History

Meridian 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
Q3 		$526K Buy
19,560
+18
+0.1% +$545 0.02% 530
2026
Q2 		$590K Sell
19,542
-4,487
-19% -$126K 0.02% 504
2026
Q1 		$628K Buy
24,029
+94
+0.4% +$2.62K 0.02% 458
2025
Q4 		$649K Buy
23,935
+15
+0.1% +$383 0.02% 440
2025
Q3 		$631K Buy
23,920
+120
+0.5% +$3.12K 0.02% 425
2025
Q2 		$560K Sell
23,800
-29
-0.1% -$614 0.02% 420
2025
Q1 		$518K Buy
23,829
+1,405
+6% +$32.7K 0.03% 405
2024
Q4 		$527K Buy
22,424
+234
+1% +$5.78K 0.02% 393
2024
Q3 		$518K Sell
22,190
-604
-3% -$13.2K 0.03% 399
2024
Q2 		$457K Buy
+22,794
New +$442K 0.05% 185
2024
Q1 		– Sell
-22,874
Closed -$443K – 434
2023
Q4 		$443K Buy
22,874
+39
+0.2% +$647 0.03% 412
2023
Q3 		$393K Sell
22,835
-1,032
-4% -$19.5K 0.02% 411
2023
Q2 		$425K Buy
23,867
+200
+0.8% +$3.53K 0.04% 355
2023
Q1 		$439K Sell
23,667
-114
-0.5% -$2.48K 0.04% 341
2022
Q4 		$513K Buy
23,781
+5,762
+32% +$125K 0.05% 301
2022
Q3 		$362K Sell
18,019
-257,173
-93% -$5.43M 0.04% 329
2022
Q2 		$5.16M Buy
275,192
+265,078
+2,621% +$5.47M 0.42% 53
2022
Q1 		$225K Buy
+10,114
New +$238K 0.02% 355

Other funds holding RF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Meridian Wealth Management's RF Position: Q3 2026 in Review

Meridian Wealth Management increased its Regions Financial (RF) stake by 0.09% in Q3 2026, buying an estimated $545 and bringing the position to 19,560 shares worth $526K. The position accounts for 0.02% of the portfolio, ranked #530.

Meridian Wealth Management first reported a position in RF in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.16M in Q2 2022. 937 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Meridian Wealth Management held 19,560 shares of Regions Financial worth $526K as of Q3 2026.
  • Meridian Wealth Management bought 18 Regions Financial shares in Q3 2026, an estimated $545.
  • Regions Financial made up 0.02% of Meridian Wealth Management's portfolio in Q3 2026, its #530 holding.
  • Meridian Wealth Management first reported a position in Regions Financial in Q1 2022 and has held it in 18 quarters since.
  • Meridian Wealth Management's Regions Financial position peaked at $5.16M in Q2 2022.
  • 937 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.