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Provenance Wealth Advisors’s Regions Financial RF Stock Holding History

Provenance 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 		$26.9K Hold
891
– – ﹤0.01% 270
2026
Q1 		$23.3K Sell
891
-14
-2% -$391 ﹤0.01% 259
2025
Q4 		$24.5K Hold
905
– – ﹤0.01% 250
2025
Q3 		$23.9K Hold
905
– – ﹤0.01% 269
2025
Q2 		$21.3K Buy
905
+891
+6,364% +$18.9K ﹤0.01% 260
2025
Q1 		$304 Hold
14
– – ﹤0.01% 531
2024
Q4 		$329 Buy
+14
New +$346 ﹤0.01% 548
2024
Q1 		– Sell
-381
Closed -$7.38K – 598
2023
Q4 		$7.38K Hold
381
– – ﹤0.01% 335
2023
Q3 		$6.55K Buy
+381
New +$7.22K ﹤0.01% 263

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

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

Provenance Wealth Advisors held its Regions Financial (RF) position steady in Q2 2026 at 891 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Provenance Wealth Advisors first reported a position in RF in Q3 2023 and has held it in 9 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Provenance Wealth Advisors held 891 shares of Regions Financial worth $26.9K as of Q2 2026.
  • Provenance Wealth Advisors left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #270 holding.
  • Provenance Wealth Advisors first reported a position in Regions Financial in Q3 2023 and has held it in 9 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.