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Retirement Wealth Solutions’s Regions Financial RF Stock Holding History

Retirement Wealth Solutions’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 		$846 Hold
28
– – ﹤0.01% 685
2026
Q1 		$732 Buy
28
+5
+22% +$140 ﹤0.01% 679
2025
Q4 		$624 Sell
23
-1
-4% -$26 ﹤0.01% 648
2025
Q3 		$633 Buy
+24
New +$623 ﹤0.01% 657

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

Retirement Wealth Solutions's RF Position: Q2 2026 in Review

Retirement Wealth Solutions held its Regions Financial (RF) position steady in Q2 2026 at 28 shares worth $846. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Retirement Wealth Solutions first reported a position in RF in Q3 2025 and has held it in 4 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Retirement Wealth Solutions held 28 shares of Regions Financial worth $846 as of Q2 2026.
  • Retirement Wealth Solutions left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #685 holding.
  • Retirement Wealth Solutions first reported a position in Regions Financial in Q3 2025 and has held it in 4 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.