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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Regions Financial (RF) stake by 11% in Q2 2026, selling an estimated $2.25K and leaving 619 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Physician Wealth Advisors first reported a position in RF in Q4 2024 and has held it in 7 quarters since. 250 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Physician Wealth Advisors held 619 shares of Regions Financial worth $18.7K as of Q2 2026.
Physician Wealth Advisors sold 80 Regions Financial shares in Q2 2026, an estimated $2.25K.
Regions Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #684 holding.
Physician Wealth Advisors first reported a position in Regions Financial in Q4 2024 and has held it in 7 quarters since.
250 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.