NWM
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Navigate Wealth Management’s Regions Financial RF Stock Holding History

Navigate 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 		$243K Buy
+7,666
New +$215K 0.15% 70

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

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

Navigate Wealth Management opened a new position in Regions Financial (RF) in Q2 2026: 7,666 shares worth $243K. The stake represents 0.15% of the portfolio and ranks #70 among its holdings.

1,099 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Navigate Wealth Management held 7,666 shares of Regions Financial worth $243K as of Q2 2026.
  • Regions Financial was a new Navigate Wealth Management position in Q2 2026.
  • Regions Financial made up 0.15% of Navigate Wealth Management's portfolio in Q2 2026, its #70 holding.
  • 1,099 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

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