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Sagespring Wealth Partners’s Regions Financial RF Stock Holding History

Sagespring Wealth Partners’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 		$1.12M Buy
37,149
+3,761
+11% +$106K 0.02% 319
2026
Q1 		$872K Buy
33,388
+7,358
+28% +$205K 0.02% 354
2025
Q4 		$705K Buy
26,030
+2,223
+9% +$56.8K 0.01% 390
2025
Q3 		$628K Buy
23,807
+3,155
+15% +$81.9K 0.01% 410
2025
Q2 		$486K Sell
20,652
-1,194
-5% -$25.3K 0.01% 448
2025
Q1 		$475K Buy
21,846
+1,229
+6% +$28.6K 0.01% 404
2024
Q4 		$485K Buy
+20,617
New +$509K 0.01% 356

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

Sagespring Wealth Partners's RF Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Regions Financial (RF) stake by 11% in Q2 2026, buying an estimated $106K and bringing the position to 37,149 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #319.

Sagespring Wealth Partners first reported a position in RF in Q4 2024 and has held it in 7 quarters since. 1,108 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Sagespring Wealth Partners held 37,149 shares of Regions Financial worth $1.12M as of Q2 2026.
  • Sagespring Wealth Partners bought 3,761 Regions Financial shares in Q2 2026, an estimated $106K.
  • Regions Financial made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #319 holding.
  • Sagespring Wealth Partners first reported a position in Regions Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.