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MGB Wealth Management’s Regions Financial RF Stock Holding History

MGB 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
2025
Q4 		$1.11M Buy
41,014
+16
+0% +$409 0.32% 64
2025
Q3 		$1.08M Hold
40,998
– – 0.31% 64
2025
Q2 		$964K Hold
40,998
– – 0.32% 77
2025
Q1 		$891K Hold
40,998
– – 0.32% 83
2024
Q4 		$964K Hold
40,998
– – 0.3% 69
2024
Q3 		$956K Hold
40,998
– – 0.35% 74
2024
Q2 		$839K Hold
40,998
– – 0.31% 75
2024
Q1 		$863K Hold
40,998
– – 0.35% 71
2023
Q4 		$795K Buy
+40,998
New +$680K 0.4% 69

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGB Wealth Management's RF Position: Q4 2025 in Review

MGB Wealth Management increased its Regions Financial (RF) stake by 0.04% in Q4 2025, buying an estimated $409 and bringing the position to 41,014 shares worth $1.11M. The position accounts for 0.32% of the portfolio, ranked #64.

MGB Wealth Management first reported a position in RF in Q4 2023 and has held it in 9 quarters since. 1,061 funds tracked by Wall St. Rank hold RF as of Q4 2025.

  • MGB Wealth Management held 41,014 shares of Regions Financial worth $1.11M as of Q4 2025.
  • MGB Wealth Management bought 16 Regions Financial shares in Q4 2025, an estimated $409.
  • Regions Financial made up 0.32% of MGB Wealth Management's portfolio in Q4 2025, its #64 holding.
  • MGB Wealth Management first reported a position in Regions Financial in Q4 2023 and has held it in 9 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Regions Financial as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.