NewEdge Wealth’s Regions Financial RF Stock Holding History

NewEdge Wealth’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	$452K	Sell	17,318 -3,730	-18%	-$104K	0.01%	843
2025 Q4	$570K	Buy	21,048 +46	+0.2%	+$1.18K	0.01%	792
2025 Q3	$512K	Buy	+21,002	New	+$545K	0.01%	744
2024 Q1	–	Sell	-17,810	Closed	-$345K	–	840
2023 Q4	$345K	Sell	17,810 -8,918	-33%	-$148K	0.01%	587
2023 Q3	$460K	Buy	26,728 +14,986	+128%	+$284K	0.01%	470
2023 Q2	$209K	Sell	11,742 -175	-1%	-$3.09K	0.01%	602
2023 Q1	$221K	Buy	11,917 +874	+8%	+$19K	0.01%	566
2022 Q4	$238K	Buy	11,043 +915	+9%	+$19.8K	0.01%	486
2022 Q3	$203K	Buy	+10,128	New	+$214K	0.01%	492

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NewEdge Wealth's RF Position: Q1 2026 in Review

NewEdge Wealth reduced its Regions Financial (RF) stake by 18% in Q1 2026, selling an estimated $104K and leaving 17,318 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #843.

NewEdge Wealth first reported a position in RF in Q3 2022 and has held it in 9 quarters since. The position peaked at $570K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

NewEdge Wealth held 17,318 shares of Regions Financial worth $452K as of Q1 2026.
NewEdge Wealth sold 3,730 Regions Financial shares in Q1 2026, an estimated $104K.
Regions Financial made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #843 holding.
NewEdge Wealth first reported a position in Regions Financial in Q3 2022 and has held it in 9 quarters since.
NewEdge Wealth's Regions Financial position peaked at $570K in Q4 2025.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.