MWM
RF icon

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
Q2 		$605K Buy
20,023
+9,836
+97% +$276K 0.01% 654
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Modern Wealth Management increased its Regions Financial (RF) stake by 97% in Q2 2026, buying an estimated $276K and bringing the position to 20,023 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #654.

Modern Wealth Management first reported a position in RF in Q4 2025 and has held it in 3 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Modern Wealth Management held 20,023 shares of Regions Financial worth $605K as of Q2 2026.
  • Modern Wealth Management bought 9,836 Regions Financial shares in Q2 2026, an estimated $276K.
  • Regions Financial made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #654 holding.
  • Modern Wealth Management first reported a position in Regions Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.