Portus Wealth Advisors’s Regions Financial RF Stock Holding History

Portus 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	–	Sell	-20	Closed	-$522	–	417
2026 Q1	$522	Buy	+20	New	+$558	﹤0.01%	471

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 $3.38T AUM 44.17% 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

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

Portus Wealth Advisors sold out of Regions Financial (RF) in Q2 2026, closing a stake of 20 shares — an estimated $522 sold.

Portus Wealth Advisors first reported a position in RF in Q1 2026 and held it in 1 quarter. The position peaked at $522 in Q1 2026. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Portus Wealth Advisors reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 20 Regions Financial shares in Q2 2026, an estimated $522.
Portus Wealth Advisors first reported a position in Regions Financial in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Regions Financial position peaked at $522 in Q1 2026.
1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.