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W Advisors LLC’s Regions Financial RF Stock Holding History

W Advisors LLC’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 		$214K Buy
+7,071
New +$198K 0.1% 148

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

W Advisors LLC's RF Position: Q2 2026 in Review

W Advisors LLC opened a new position in Regions Financial (RF) in Q2 2026: 7,071 shares worth $214K. The stake represents 0.1% of the portfolio and ranks #148 among its holdings.

1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • W Advisors LLC held 7,071 shares of Regions Financial worth $214K as of Q2 2026.
  • Regions Financial was a new W Advisors LLC position in Q2 2026.
  • Regions Financial made up 0.1% of W Advisors LLC's portfolio in Q2 2026, its #148 holding.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.