QPWM
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Quadrant Private Wealth Management’s Regions Financial RF Stock Holding History

Quadrant Private Wealth Management’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
Q1 		– Sell
-24,188
Closed -$662K – 300
2025
Q4 		$662K Buy
24,188
+186
+0.8% +$4.75K 0.11% 148
2025
Q3 		$639K Buy
24,002
+31
+0.1% +$805 0.12% 140
2025
Q2 		$570K Sell
23,971
-125
-0.5% -$2.65K 0.12% 139
2025
Q1 		$530K Sell
24,096
-539
-2% -$12.6K 0.13% 132
2024
Q4 		$585K Sell
24,635
-100
-0.4% -$2.47K 0.14% 127
2024
Q3 		$583K Sell
24,735
-17
-0.1% -$372 0.14% 132
2024
Q2 		$502K Buy
24,752
+73
+0.3% +$1.42K 0.12% 147
2024
Q1 		$525K Hold
24,679
– – 0.13% 134
2023
Q4 		$484K Sell
24,679
-1,375
-5% -$22.8K 0.13% 131
2023
Q3 		$454K Sell
26,054
-400
-2% -$7.58K 0.15% 119
2023
Q2 		$477K Hold
26,454
– – 0.14% 133
2023
Q1 		$496K Sell
26,454
-1,340
-5% -$29.2K 0.15% 127
2022
Q4 		$605K Buy
+27,794
New +$603K 0.2% 110
2022
Q2 		$583K Sell
30,825
-1,164
-4% -$24K 0.24% 92
2022
Q1 		$718K Sell
31,989
-1,480
-4% -$34.8K 0.27% 84
2021
Q4 		$730K Sell
33,469
-500
-1% -$11.4K 0.27% 88
2021
Q3 		$724K Hold
33,969
– – 0.3% 82
2021
Q2 		$685K Sell
33,969
-4,400
-11% -$95.2K 0.28% 85
2021
Q1 		$793K Hold
38,369
– – 0.34% 74
2020
Q4 		$619K Buy
38,369
+1,117
+3% +$16.2K 0.28% 82
2020
Q3 		$430K Sell
37,252
-7,151
-16% -$79.8K 0.22% 97
2020
Q2 		$494K Buy
44,403
+10,227
+30% +$109K 0.29% 82
2020
Q1 		$307K Buy
+34,176
New +$479K 0.26% 91

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Quadrant Private Wealth Management's RF Position: Q1 2026 in Review

Quadrant Private Wealth Management sold out of Regions Financial (RF) in Q1 2026, closing a stake of 24,188 shares — an estimated $662K sold.

Quadrant Private Wealth Management first reported a position in RF in Q1 2020 and held it in 23 quarters. The position peaked at $793K in Q1 2021. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Quadrant Private Wealth Management reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 24,188 Regions Financial shares in Q1 2026, an estimated $662K.
  • Quadrant Private Wealth Management first reported a position in Regions Financial in Q1 2020 and held it in 23 quarters.
  • Quadrant Private Wealth Management's Regions Financial position peaked at $793K in Q1 2021.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.