Principia Wealth Advisory’s Regions Financial RF Stock Holding History

Principia Wealth Advisory’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	$936	Sell	31 -5	-14%	-$140	﹤0.01%	777
2026 Q1	$940	Buy	36 +9	+33%	+$251	﹤0.01%	719
2025 Q4	$732	Hold	27	–	–	﹤0.01%	746
2025 Q3	$712	Buy	27 +9	+50%	+$234	﹤0.01%	725
2025 Q2	$423	Buy	18 +3	+20%	+$63	﹤0.01%	772
2025 Q1	$300	Sell	15 -10	-40%	-$233	﹤0.01%	700
2024 Q4	$588	Buy	+25	New	+$618	﹤0.01%	500

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 $3.37T AUM 44.26% 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

Principia Wealth Advisory's RF Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Regions Financial (RF) stake by 14% in Q2 2026, selling an estimated $140 and leaving 31 shares worth $936. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Principia Wealth Advisory first reported a position in RF in Q4 2024 and has held it in 7 quarters since. The position peaked at $940 in Q1 2026. 1,105 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Principia Wealth Advisory held 31 shares of Regions Financial worth $936 as of Q2 2026.
Principia Wealth Advisory sold 5 Regions Financial shares in Q2 2026, an estimated $140.
Regions Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #777 holding.
Principia Wealth Advisory first reported a position in Regions Financial in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Regions Financial position peaked at $940 in Q1 2026.
1,105 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.