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 Q2	$483K	Sell	15,989 -1,329	-8%	-$37.3K	﹤0.01%	869
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NewEdge Wealth's RF Position: Q2 2026 in Review

NewEdge Wealth reduced its Regions Financial (RF) stake by 7.7% in Q2 2026, selling an estimated $37.3K and leaving 15,989 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

NewEdge Wealth first reported a position in RF in Q3 2022 and has held it in 10 quarters since. The position peaked at $570K in Q4 2025. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

NewEdge Wealth held 15,989 shares of Regions Financial worth $483K as of Q2 2026.
NewEdge Wealth sold 1,329 Regions Financial shares in Q2 2026, an estimated $37.3K.
Regions Financial made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #869 holding.
NewEdge Wealth first reported a position in Regions Financial in Q3 2022 and has held it in 10 quarters since.
NewEdge Wealth's Regions Financial position peaked at $570K in Q4 2025.
1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.