SWM
RF icon

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
Q2 		$3.77K Buy
125
+60
+92% +$1.68K ﹤0.01% 1227
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Regions Financial (RF) stake by 92% in Q2 2026, buying an estimated $1.68K and bringing the position to 125 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

SHP Wealth Management first reported a position in RF in Q1 2026 and has held it in 2 quarters since. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • SHP Wealth Management held 125 shares of Regions Financial worth $3.77K as of Q2 2026.
  • SHP Wealth Management bought 60 Regions Financial shares in Q2 2026, an estimated $1.68K.
  • Regions Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1227 holding.
  • SHP Wealth Management first reported a position in Regions Financial in Q1 2026 and has held it in 2 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.