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Premier Path Wealth Partners’s Regions Financial RF Stock Holding History

Premier Path 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
Q2 		$359K Buy
11,885
+2,614
+28% +$73.4K 0.04% 328
2026
Q1 		$242K Buy
+9,271
New +$259K 0.03% 371

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Premier Path Wealth Partners's RF Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Regions Financial (RF) stake by 28% in Q2 2026, buying an estimated $73.4K and bringing the position to 11,885 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #328.

Premier Path Wealth Partners first reported a position in RF in Q1 2026 and has held it in 2 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Premier Path Wealth Partners held 11,885 shares of Regions Financial worth $359K as of Q2 2026.
  • Premier Path Wealth Partners bought 2,614 Regions Financial shares in Q2 2026, an estimated $73.4K.
  • Regions Financial made up 0.04% of Premier Path Wealth Partners's portfolio in Q2 2026, its #328 holding.
  • Premier Path Wealth Partners first reported a position in Regions Financial in Q1 2026 and has held it in 2 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.