OneAscent Wealth Management’s Regions Financial RF Stock Holding History

OneAscent 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	$468K	Buy	+15,508	New	+$435K	0.14%	77

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

OneAscent Wealth Management opened a new position in Regions Financial (RF) in Q2 2026: 15,508 shares worth $468K. The stake represents 0.14% of the portfolio and ranks #77 among its holdings.

1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

OneAscent Wealth Management held 15,508 shares of Regions Financial worth $468K as of Q2 2026.
Regions Financial was a new OneAscent Wealth Management position in Q2 2026.
Regions Financial made up 0.14% of OneAscent Wealth Management's portfolio in Q2 2026, its #77 holding.
1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.