ORG Wealth Partners’s Regions Financial RF Stock Holding History

ORG Wealth Partners’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	–	Sell	-1,890	Closed	-$51.2K	–	675
2025 Q4	$51.2K	Buy	+1,890	New	+$48.3K	0.01%	319

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

ORG Wealth Partners's RF Position: Q1 2026 in Review

ORG Wealth Partners sold out of Regions Financial (RF) in Q1 2026, closing a stake of 1,890 shares — an estimated $51.2K sold.

ORG Wealth Partners first reported a position in RF in Q4 2025 and held it in 1 quarter. The position peaked at $51.2K in Q4 2025. 1,079 funds tracked by Wall St. Rank hold RF as of Q1 2026.

ORG Wealth Partners reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
ORG Wealth Partners sold 1,890 Regions Financial shares in Q1 2026, an estimated $51.2K.
ORG Wealth Partners first reported a position in Regions Financial in Q4 2025 and held it in 1 quarter.
ORG Wealth Partners's Regions Financial position peaked at $51.2K in Q4 2025.
1,079 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.