SWM
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SHP Wealth Management’s Regions Financial RF Stock Holding History

SHP 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 		$1.7K Buy
+65
New +$1.81K ﹤0.01% 1327

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's RF Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Regions Financial (RF) in Q1 2026: 65 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #1327 among its holdings.

1,076 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • SHP Wealth Management held 65 shares of Regions Financial worth $1.7K as of Q1 2026.
  • Regions Financial was a new SHP Wealth Management position in Q1 2026.
  • Regions Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1327 holding.
  • 1,076 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.