MWM
RF icon

Mosley Wealth Management’s Regions Financial RF Stock Holding History

Mosley 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 		$18.9K Buy
627
+11
+2% +$309 0.01% 327
2026
Q1 		$16.2K Buy
+616
New +$17.2K 0.01% 270

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mosley Wealth Management increased its Regions Financial (RF) stake by 1.8% in Q2 2026, buying an estimated $309 and bringing the position to 627 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #327.

Mosley Wealth Management first reported a position in RF in Q1 2026 and has held it in 2 quarters since. 632 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Mosley Wealth Management held 627 shares of Regions Financial worth $18.9K as of Q2 2026.
  • Mosley Wealth Management bought 11 Regions Financial shares in Q2 2026, an estimated $309.
  • Regions Financial made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #327 holding.
  • Mosley Wealth Management first reported a position in Regions Financial in Q1 2026 and has held it in 2 quarters since.
  • 632 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.