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Visionary Wealth Advisors’s Regions Financial RF Stock Holding History

Visionary 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
Q1 		$455K Sell
17,408
-476
-3% -$13.3K 0.02% 423
2025
Q4 		$485K Buy
17,884
+1,628
+10% +$41.6K 0.02% 389
2025
Q3 		$429K Buy
16,256
+300
+2% +$7.79K 0.02% 421
2025
Q2 		$375K Hold
15,956
– – 0.02% 415
2025
Q1 		$347K Hold
15,956
– – 0.02% 404
2024
Q4 		$375K Buy
15,956
+3,390
+27% +$83.8K 0.02% 399
2024
Q3 		$293K Sell
12,566
-740
-6% -$16.2K 0.02% 437
2024
Q2 		$267K Buy
13,306
+1,507
+13% +$29.2K 0.02% 432
2024
Q1 		$248K Hold
11,799
– – 0.02% 432
2023
Q4 		$229K Hold
11,799
– – 0.02% 438
2023
Q3 		$203K Buy
11,799
+100
+0.9% +$1.89K 0.02% 426
2023
Q2 		$208K Sell
11,699
-635
-5% -$11.2K 0.02% 429
2023
Q1 		$229K Hold
12,334
– – 0.02% 400
2022
Q4 		$266K Buy
12,334
+1,895
+18% +$41.1K 0.02% 347
2022
Q3 		$210K Buy
10,439
+74
+0.7% +$1.56K 0.02% 362
2022
Q2 		$194K Sell
10,365
-2,096
-17% -$43.3K 0.02% 397
2022
Q1 		$277K Sell
12,461
-18
-0.1% -$424 0.02% 348
2021
Q4 		$272K Buy
+12,479
New +$285K 0.02% 310

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Visionary Wealth Advisors's RF Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Regions Financial (RF) stake by 2.7% in Q1 2026, selling an estimated $13.3K and leaving 17,408 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #423.

Visionary Wealth Advisors first reported a position in RF in Q4 2021 and has held it in 18 quarters since. The position peaked at $485K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Visionary Wealth Advisors held 17,408 shares of Regions Financial worth $455K as of Q1 2026.
  • Visionary Wealth Advisors sold 476 Regions Financial shares in Q1 2026, an estimated $13.3K.
  • Regions Financial made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #423 holding.
  • Visionary Wealth Advisors first reported a position in Regions Financial in Q4 2021 and has held it in 18 quarters since.
  • Visionary Wealth Advisors's Regions Financial position peaked at $485K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.