Smith & Howard Wealth Management’s Regions Financial RF Stock Holding History

Smith & Howard 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	$248K	Hold	8,225	–	–	0.05%	86
2026 Q1	$215K	Hold	8,225	–	–	0.05%	83
2025 Q4	$223K	Hold	8,225	–	–	0.05%	82
2025 Q3	$217K	Buy	+8,225	New	+$214K	0.05%	79
2014 Q3	–	Sell	-11,565	Closed	-$123K	–	47
2014 Q2	$123K	Sell	11,565 -353	-3%	-$3.68K	0.06%	44
2014 Q1	$132K	Sell	11,918 -465	-4%	-$4.9K	0.07%	36
2013 Q4	$122K	Hold	12,383	–	–	0.07%	76
2013 Q3	$115K	Hold	12,383	–	–	0.07%	58
2013 Q2	$118K	Buy	+12,383	New	+$108K	0.08%	48

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Smith & Howard Wealth Management's RF Position: Q2 2026 in Review

Smith & Howard Wealth Management held its Regions Financial (RF) position steady in Q2 2026 at 8,225 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #86.

Smith & Howard Wealth Management first reported a position in RF in Q2 2013 and has held it in 9 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Smith & Howard Wealth Management held 8,225 shares of Regions Financial worth $248K as of Q2 2026.
Smith & Howard Wealth Management left its Regions Financial share count unchanged in Q2 2026.
Regions Financial made up 0.05% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #86 holding.
Smith & Howard Wealth Management first reported a position in Regions Financial in Q2 2013 and has held it in 9 quarters since.
1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.