Visionary Wealth Advisors
RF icon

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
Q3 		$461K Buy
17,153
+13
+0.1% +$394 0.02% 461
2026
Q2 		$518K Sell
17,140
-268
-2% -$7.52K 0.02% 419
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Visionary Wealth Advisors's RF Position: Q3 2026 in Review

Visionary Wealth Advisors increased its Regions Financial (RF) stake by 0.08% in Q3 2026, buying an estimated $394 and bringing the position to 17,153 shares worth $461K. The position accounts for 0.02% of the portfolio, ranked #461.

Visionary Wealth Advisors first reported a position in RF in Q4 2021 and has held it in 20 quarters since. The position peaked at $518K in Q2 2026. 700 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Visionary Wealth Advisors held 17,153 shares of Regions Financial worth $461K as of Q3 2026.
  • Visionary Wealth Advisors bought 13 Regions Financial shares in Q3 2026, an estimated $394.
  • Regions Financial made up 0.02% of Visionary Wealth Advisors's portfolio in Q3 2026, its #461 holding.
  • Visionary Wealth Advisors first reported a position in Regions Financial in Q4 2021 and has held it in 20 quarters since.
  • Visionary Wealth Advisors's Regions Financial position peaked at $518K in Q2 2026.
  • 700 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.