MWM
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Modern Wealth Management’s Regions Financial RF Stock Holding History

Modern 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
Q1 		$268K Buy
10,187
+1,605
+19% +$44.8K ﹤0.01% 754
2025
Q4 		$233K Buy
+8,582
New +$219K ﹤0.01% 768

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Modern Wealth Management's RF Position: Q1 2026 in Review

Modern Wealth Management increased its Regions Financial (RF) stake by 19% in Q1 2026, buying an estimated $44.8K and bringing the position to 10,187 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Modern Wealth Management first reported a position in RF in Q4 2025 and has held it in 2 quarters since. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Modern Wealth Management held 10,187 shares of Regions Financial worth $268K as of Q1 2026.
  • Modern Wealth Management bought 1,605 Regions Financial shares in Q1 2026, an estimated $44.8K.
  • Regions Financial made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #754 holding.
  • Modern Wealth Management first reported a position in Regions Financial in Q4 2025 and has held it in 2 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.