One Wealth Advisors’s Regions Financial RF Stock Holding History

One Wealth Advisors’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	$588K	Buy	+19,462	New	+$546K	0.06%	160
2020 Q4	–	Sell	-12,368	Closed	-$143K	–	135
2020 Q3	$143K	Sell	12,368 -1,753	-12%	-$19.6K	0.1%	85
2020 Q2	$157K	Sell	14,121 -2,013	-12%	-$21.4K	0.12%	76
2020 Q1	$145K	Sell	16,134 -5,732	-26%	-$80.3K	0.14%	83
2019 Q4	$375K	Sell	21,866 -1,225	-5%	-$20.2K	0.28%	52
2019 Q3	$365K	Sell	23,091 -14,729	-39%	-$223K	0.32%	48
2019 Q2	$565K	Sell	37,820 -14,651	-28%	-$216K	0.47%	30
2019 Q1	$742K	Buy	52,471 +13,738	+35%	+$210K	0.61%	18
2018 Q4	$518K	Sell	38,733 -9,654	-20%	-$155K	0.52%	23
2018 Q3	$895K	Sell	48,387 -546	-1%	-$10.3K	0.68%	13
2018 Q2	$870K	Buy	48,933 +8,383	+21%	+$157K	0.69%	13
2018 Q1	$757K	Buy	40,550 +9,894	+32%	+$187K	0.67%	13
2017 Q4	$530K	Buy	+30,656	New	+$490K	0.43%	29

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

One Wealth Advisors's RF Position: Q2 2026 in Review

One Wealth Advisors opened a new position in Regions Financial (RF) in Q2 2026: 19,462 shares worth $588K. The stake represents 0.06% of the portfolio and ranks #160 among its holdings. This is a return to the name: One Wealth Advisors previously reported a position in RF as recently as Q3 2020.

One Wealth Advisors first reported a position in RF in Q4 2017 and has held it in 13 quarters since. The position peaked at $895K in Q3 2018. 1,105 funds tracked by Wall St. Rank hold RF as of Q2 2026.

One Wealth Advisors held 19,462 shares of Regions Financial worth $588K as of Q2 2026.
Regions Financial was a new One Wealth Advisors position in Q2 2026.
Regions Financial made up 0.06% of One Wealth Advisors's portfolio in Q2 2026, its #160 holding.
One Wealth Advisors first reported a position in Regions Financial in Q4 2017 and has held it in 13 quarters since.
One Wealth Advisors's Regions Financial position peaked at $895K in Q3 2018.
1,105 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.