Simplicity Wealth’s Regions Financial RF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$248K Buy
+8,221
New +$231K 0.01% 911
2024
Q3
Sell
-34,449
Closed -$690K 1049
2024
Q2
$690K Buy
34,449
+3,102
+10% +$60.2K 0.02% 638
2024
Q1
$660K Buy
+31,347
New +$593K 0.02% 641

Other funds holding RF

Simplicity Wealth's RF Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Regions Financial (RF) in Q2 2026: 8,221 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #911 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in RF as recently as Q2 2024.

Simplicity Wealth first reported a position in RF in Q1 2024 and has held it in 3 quarters since. The position peaked at $690K in Q2 2024. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Simplicity Wealth held 8,221 shares of Regions Financial worth $248K as of Q2 2026.
  • Regions Financial was a new Simplicity Wealth position in Q2 2026.
  • Regions Financial made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #911 holding.
  • Simplicity Wealth first reported a position in Regions Financial in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Regions Financial position peaked at $690K in Q2 2024.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.