QWM
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Quaker Wealth Management’s Regions Financial RF Stock Holding History

Quaker 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
Q2 		$1.12K Sell
37
-7
-16% -$196 ﹤0.01% 558
2026
Q1 		$1.15K Buy
44
+7
+19% +$195 ﹤0.01% 504
2025
Q4 		$1K Hold
37
– – ﹤0.01% 534
2025
Q3 		$976 Hold
37
– – ﹤0.01% 471
2025
Q2 		$871 Buy
+37
New +$783 ﹤0.01% 505

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Quaker Wealth Management's RF Position: Q2 2026 in Review

Quaker Wealth Management reduced its Regions Financial (RF) stake by 16% in Q2 2026, selling an estimated $196 and leaving 37 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Quaker Wealth Management first reported a position in RF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.15K in Q1 2026. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Quaker Wealth Management held 37 shares of Regions Financial worth $1.12K as of Q2 2026.
  • Quaker Wealth Management sold 7 Regions Financial shares in Q2 2026, an estimated $196.
  • Regions Financial made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #558 holding.
  • Quaker Wealth Management first reported a position in Regions Financial in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Regions Financial position peaked at $1.15K in Q1 2026.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

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