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Strategic Wealth Advisors’s Regions Financial RF Stock Holding History

Strategic Wealth Advisors’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 		$18K Hold
668
– – 0.02% 153
2026
Q1 		$17K Hold
668
– – 0.01% 154
2025
Q4 		$18K Buy
+668
New +$17.1K 0.02% 153

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

Strategic Wealth Advisors's RF Position: Q2 2026 in Review

Strategic Wealth Advisors held its Regions Financial (RF) position steady in Q2 2026 at 668 shares worth $18K. The position accounts for 0.02% of the portfolio, ranked #153.

Strategic Wealth Advisors first reported a position in RF in Q4 2025 and has held it in 3 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Strategic Wealth Advisors held 668 shares of Regions Financial worth $18K as of Q2 2026.
  • Strategic Wealth Advisors left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up 0.02% of Strategic Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • Strategic Wealth Advisors first reported a position in Regions Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.