ViaWealth’s Regions Financial RF Stock Holding History

ViaWealth’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 Q1	$620K	Hold	23,723	–	–	0.34%	86
2025 Q4	$643K	Sell	23,723 -2,043	-8%	-$52.2K	0.36%	82
2025 Q3	$679K	Sell	25,766 -2,298	-8%	-$59.7K	0.37%	83
2025 Q2	$660K	Sell	28,064 -2,406	-8%	-$50.9K	0.39%	81
2025 Q1	$662K	Hold	30,470	–	–	0.41%	78
2024 Q4	$717K	Sell	30,470 -1,385	-4%	-$34.2K	0.43%	71
2024 Q3	$743K	Hold	31,855	–	–	0.43%	75
2024 Q2	$638K	Hold	31,855	–	–	0.4%	77
2024 Q1	$670K	Buy	31,855 +1,090	+4%	+$20.6K	0.42%	80
2023 Q4	$596K	Hold	30,765	–	–	0.41%	85
2023 Q3	$529K	Hold	30,765	–	–	0.39%	86
2023 Q2	$548K	Hold	30,765	–	–	0.41%	83
2023 Q1	$571K	Hold	30,765	–	–	0.45%	79
2022 Q4	$680K	Buy	+30,765	New	+$667K	0.56%	61

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ViaWealth's RF Position: Q1 2026 in Review

ViaWealth held its Regions Financial (RF) position steady in Q1 2026 at 23,723 shares worth $620K. The position accounts for 0.34% of the portfolio, ranked #86.

ViaWealth first reported a position in RF in Q4 2022 and has held it in 14 quarters since. The position peaked at $743K in Q3 2024. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

ViaWealth held 23,723 shares of Regions Financial worth $620K as of Q1 2026.
ViaWealth left its Regions Financial share count unchanged in Q1 2026.
Regions Financial made up 0.34% of ViaWealth's portfolio in Q1 2026, its #86 holding.
ViaWealth first reported a position in Regions Financial in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Regions Financial position peaked at $743K in Q3 2024.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.