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

Private 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 		$35.8K Sell
1,184
-2
-0.2% -$56 0.01% 272
2026
Q1 		$31K Sell
1,186
-98
-8% -$2.74K 0.01% 256
2025
Q4 		$34.8K Hold
1,284
– – 0.01% 228
2025
Q3 		$33.9K Sell
1,284
-14
-1% -$364 0.01% 237
2025
Q2 		$30.5K Sell
1,298
-101
-7% -$2.14K 0.01% 231
2025
Q1 		$30.4K Sell
1,399
-10
-0.7% -$233 0.01% 225
2024
Q4 		$33.1K Hold
1,409
– – 0.01% 215
2024
Q3 		$32.9K Buy
1,409
+3
+0.2% +$66 0.01% 209
2024
Q2 		$28.2K Sell
1,406
-191
-12% -$3.71K 0.01% 223
2024
Q1 		$33.6K Sell
1,597
-900
-36% -$17K 0.02% 199
2023
Q4 		$48.4K Buy
+2,497
New +$41.4K 0.02% 159

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

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

Private Wealth Management Group reduced its Regions Financial (RF) stake by 0.17% in Q2 2026, selling an estimated $56 and leaving 1,184 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #272.

Private Wealth Management Group first reported a position in RF in Q4 2023 and has held it in 11 quarters since. The position peaked at $48.4K in Q4 2023. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Private Wealth Management Group held 1,184 shares of Regions Financial worth $35.8K as of Q2 2026.
  • Private Wealth Management Group sold 2 Regions Financial shares in Q2 2026, an estimated $56.
  • Regions Financial made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #272 holding.
  • Private Wealth Management Group first reported a position in Regions Financial in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Regions Financial position peaked at $48.4K in Q4 2023.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.