VWA
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Valued Wealth Advisors’s Regions Financial RF Stock Holding History

Valued 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 		$3.65K Buy
120
+19
+19% +$533 ﹤0.01% 527
2026
Q1 		$2.67K Buy
101
+86
+573% +$2.4K ﹤0.01% 502
2025
Q4 		$424 Hold
15
– – ﹤0.01% 553
2025
Q3 		$409 Hold
15
– – ﹤0.01% 538
2025
Q2 		$361 Hold
15
– – ﹤0.01% 544
2025
Q1 		$330 Hold
15
– – ﹤0.01% 581
2024
Q4 		$357 Hold
15
– – ﹤0.01% 576
2024
Q3 		$354 Hold
15
– – ﹤0.01% 557
2024
Q2 		$305 Buy
15
+8
+114% +$155 ﹤0.01% 539
2024
Q1 		$149 Sell
7
-4
-36% -$76 ﹤0.01% 571
2023
Q4 		$190 Buy
+11
New +$183 ﹤0.01% 503

Other funds holding RF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Valued Wealth Advisors increased its Regions Financial (RF) stake by 19% in Q2 2026, buying an estimated $533 and bringing the position to 120 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Valued Wealth Advisors first reported a position in RF in Q4 2023 and has held it in 11 quarters since. 311 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Valued Wealth Advisors held 120 shares of Regions Financial worth $3.65K as of Q2 2026.
  • Valued Wealth Advisors bought 19 Regions Financial shares in Q2 2026, an estimated $533.
  • Regions Financial made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #527 holding.
  • Valued Wealth Advisors first reported a position in Regions Financial in Q4 2023 and has held it in 11 quarters since.
  • 311 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.