Physician Wealth Advisors’s Regions Financial RF Stock Holding History

Physician 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 Q3	$15.8K	Sell	586 -33	-5%	-$1K	﹤0.01%	765
2026 Q2	$18.7K	Sell	619 -80	-11%	-$2.25K	﹤0.01%	684
2026 Q1	$18.3K	Buy	699 +307	+78%	+$8.57K	﹤0.01%	645
2025 Q4	$10.6K	Sell	392 -270	-41%	-$6.9K	﹤0.01%	752
2025 Q3	$17.5K	Buy	662 +332	+101%	+$8.62K	﹤0.01%	607
2025 Q2	$7.76K	Hold	330	–	–	﹤0.01%	695
2025 Q1	$7.17K	Hold	330	–	–	﹤0.01%	667
2024 Q4	$7.76K	Buy	+330	New	+$8.15K	﹤0.01%	669

Other funds holding RF

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Physician Wealth Advisors's RF Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Regions Financial (RF) stake by 5.3% in Q3 2026, selling an estimated $1K and leaving 586 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Physician Wealth Advisors first reported a position in RF in Q4 2024 and has held it in 8 quarters since. The position peaked at $18.7K in Q2 2026. 421 funds tracked by Wall St. Rank hold RF as of Q3 2026.

Physician Wealth Advisors held 586 shares of Regions Financial worth $15.8K as of Q3 2026.
Physician Wealth Advisors sold 33 Regions Financial shares in Q3 2026, an estimated $1K.
Regions Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #765 holding.
Physician Wealth Advisors first reported a position in Regions Financial in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's Regions Financial position peaked at $18.7K in Q2 2026.
421 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.