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Spire Wealth Management’s Regions Financial RF Stock Holding History

Spire 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 		$26.5K Sell
878
-286
-25% -$8.03K ﹤0.01% 1355
2026
Q1 		$30.4K Sell
1,164
-2
-0.2% -$56 ﹤0.01% 1305
2025
Q4 		$31.6K Buy
1,166
+557
+91% +$14.2K ﹤0.01% 1322
2025
Q3 		$16.1K Buy
609
+18
+3% +$468 ﹤0.01% 1596
2025
Q2 		$13.9K Sell
591
-515
-47% -$10.9K ﹤0.01% 1619
2025
Q1 		$24K Sell
1,106
-55
-5% -$1.28K ﹤0.01% 1548
2024
Q4 		$27.3K Hold
1,161
– – ﹤0.01% 1509
2024
Q3 		$27.1K Buy
1,161
+552
+91% +$12.1K ﹤0.01% 1341
2024
Q2 		$12.2K Buy
609
+30
+5% +$582 ﹤0.01% 1587
2024
Q1 		$12.2K Buy
579
+29
+5% +$548 ﹤0.01% 1658
2023
Q4 		$10.2K Sell
550
-60
-10% -$996 ﹤0.01% 1751
2023
Q3 		$10.5K Sell
610
-82
-12% -$1.55K ﹤0.01% 1719
2023
Q2 		$12.3K Sell
692
-836
-55% -$14.8K ﹤0.01% 1743
2023
Q1 		$28.4K Buy
1,528
+1,153
+307% +$25.1K ﹤0.01% 1466
2022
Q4 		$8K Sell
375
-435
-54% -$9.43K ﹤0.01% 1709
2022
Q3 		$16K Sell
810
-10,632
-93% -$224K ﹤0.01% 1419
2022
Q2 		$215K Buy
11,442
+49
+0.4% +$1.01K 0.01% 743
2022
Q1 		$254K Buy
11,393
+18
+0.2% +$424 0.01% 784
2021
Q4 		$248K Sell
11,375
-48
-0.4% -$1.1K 0.01% 1003
2021
Q3 		$243K Sell
11,423
-1,060
-8% -$21.1K 0.01% 847
2021
Q2 		$252K Sell
12,483
-26
-0.2% -$562 0.01% 853
2021
Q1 		$258K Buy
+12,509
New +$245K 0.01% 952

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

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

Spire Wealth Management reduced its Regions Financial (RF) stake by 25% in Q2 2026, selling an estimated $8.03K and leaving 878 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Spire Wealth Management first reported a position in RF in Q1 2021 and has held it in 22 quarters since. The position peaked at $258K in Q1 2021. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Spire Wealth Management held 878 shares of Regions Financial worth $26.5K as of Q2 2026.
  • Spire Wealth Management sold 286 Regions Financial shares in Q2 2026, an estimated $8.03K.
  • Regions Financial made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1355 holding.
  • Spire Wealth Management first reported a position in Regions Financial in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Regions Financial position peaked at $258K in Q1 2021.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.