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Prestige Wealth Management Group’s Regions Financial RF Stock Holding History

Prestige Wealth Management Group’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 		$192K Hold
6,302
– – 0.03% 165
2026
Q1 		$166K Sell
6,302
-2
-0% -$56 0.03% 169
2025
Q4 		$173K Hold
6,304
– – 0.03% 168
2025
Q3 		$168K Hold
6,304
– – 0.03% 182
2025
Q2 		$150K Hold
6,304
– – 0.03% 185
2025
Q1 		$139K Hold
6,304
– – 0.03% 176
2024
Q4 		$150K Hold
6,304
– – 0.03% 169
2024
Q3 		$149K Hold
6,304
– – 0.03% 170
2024
Q2 		$128K Hold
6,304
– – 0.03% 162
2024
Q1 		$134K Hold
6,304
– – 0.03% 181
2023
Q4 		$124K Sell
6,304
-441
-7% -$7.32K 0.03% 169
2023
Q3 		$118K Hold
6,745
– – 0.03% 172
2023
Q2 		$122K Buy
6,745
+405
+6% +$7.15K 0.03% 188
2023
Q1 		$119K Buy
6,340
+38
+0.6% +$827 0.03% 174
2022
Q4 		$137K Hold
6,302
– – 0.04% 161
2022
Q3 		$128K Hold
6,302
– – 0.04% 156
2022
Q2 		$120K Sell
6,302
-5
-0.1% -$103 0.03% 165
2022
Q1 		$141K Hold
6,307
– – 0.03% 168
2021
Q4 		$138K Hold
6,307
– – 0.03% 173
2021
Q3 		$135K Hold
6,307
– – 0.03% 167
2021
Q2 		$127K Hold
6,307
– – 0.03% 163
2021
Q1 		$130K Hold
6,307
– – 0.04% 160
2020
Q4 		$102K Buy
6,307
+34
+0.5% +$492 0.03% 174
2020
Q3 		$72K Hold
6,273
– – 0.02% 202
2020
Q2 		$70K Sell
6,273
-55
-0.9% -$585 0.02% 186
2020
Q1 		$57K Buy
6,328
+328
+5% +$4.59K 0.02% 169
2019
Q4 		$103K Hold
6,000
– – 0.06% 164
2019
Q3 		$95K Hold
6,000
– – 0.06% 154
2019
Q2 		$90K Hold
6,000
– – 0.05% 159
2019
Q1 		$85K Sell
6,000
-357
-6% -$5.47K 0.05% 155
2018
Q4 		$85K Buy
+6,357
New +$102K 0.06% 155

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Prestige Wealth Management Group's RF Position: Q2 2026 in Review

Prestige Wealth Management Group held its Regions Financial (RF) position steady in Q2 2026 at 6,302 shares worth $192K. The position accounts for 0.03% of the portfolio, ranked #165.

Prestige Wealth Management Group first reported a position in RF in Q4 2018 and has held it in 31 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Prestige Wealth Management Group held 6,302 shares of Regions Financial worth $192K as of Q2 2026.
  • Prestige Wealth Management Group left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up 0.03% of Prestige Wealth Management Group's portfolio in Q2 2026, its #165 holding.
  • Prestige Wealth Management Group first reported a position in Regions Financial in Q4 2018 and has held it in 31 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.