Modera Wealth Management’s Regions Financial RF Stock Holding History

Modera 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 Q2	$211K	Buy	+6,985	New	+$196K	﹤0.01%	626
2026 Q1	–	Sell	-7,906	Closed	-$214K	–	670
2025 Q4	$214K	Buy	7,906 +46	+0.6%	+$1.18K	﹤0.01%	612
2025 Q3	$207K	Buy	+7,860	New	+$204K	﹤0.01%	626
2024 Q1	–	Sell	-11,030	Closed	-$214K	–	579
2023 Q4	$214K	Buy	+11,030	New	+$183K	﹤0.01%	498
2022 Q1	–	Sell	-11,377	Closed	-$248K	–	535
2021 Q4	$248K	Buy	+11,377	New	+$260K	0.01%	487

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Modera Wealth Management's RF Position: Q2 2026 in Review

Modera Wealth Management opened a new position in Regions Financial (RF) in Q2 2026: 6,985 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: Modera Wealth Management previously reported a position in RF as recently as Q4 2025.

Modera Wealth Management first reported a position in RF in Q4 2021 and has held it in 5 quarters since. The position peaked at $248K in Q4 2021. 632 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Modera Wealth Management held 6,985 shares of Regions Financial worth $211K as of Q2 2026.
Regions Financial was a new Modera Wealth Management position in Q2 2026.
Regions Financial made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #626 holding.
Modera Wealth Management first reported a position in Regions Financial in Q4 2021 and has held it in 5 quarters since.
Modera Wealth Management's Regions Financial position peaked at $248K in Q4 2021.
632 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.