Wealth Alliance Advisory Group’s Regions Financial RF Stock Holding History

Wealth Alliance Advisory Group’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	$394K	Hold	14,646	–	–	0.06%	135
2026 Q2	$442K	Sell	14,646 -1,010	-6%	-$28.4K	0.06%	125
2026 Q1	$409K	Buy	15,656 +20	+0.1%	+$558	0.06%	134
2025 Q4	$424K	Buy	15,636 +1,000	+7%	+$25.5K	0.07%	129
2025 Q3	$386K	Hold	14,636	–	–	0.07%	134
2025 Q2	$344K	Hold	14,636	–	–	0.07%	139
2025 Q1	$318K	Hold	14,636	–	–	0.07%	138
2024 Q4	$344K	Hold	14,636	–	–	0.07%	127
2024 Q3	$341K	Hold	14,636	–	–	0.07%	133
2024 Q2	$293K	Hold	14,636	–	–	0.07%	147
2024 Q1	$308K	Hold	14,636	–	–	0.07%	140
2023 Q4	$284K	Hold	14,636	–	–	0.07%	142
2023 Q3	$252K	Hold	14,636	–	–	0.07%	146
2023 Q2	$261K	Hold	14,636	–	–	0.09%	137
2023 Q1	$272K	Hold	14,636	–	–	0.1%	128
2022 Q4	$316K	Hold	14,636	–	–	0.12%	111
2022 Q3	$294K	Hold	14,636	–	–	0.13%	103
2022 Q2	$274K	Hold	14,636	–	–	0.13%	108
2022 Q1	$326K	Sell	14,636 -224	-2%	-$5.27K	0.14%	107
2021 Q4	$324K	Sell	14,860 -115	-0.8%	-$2.63K	0.14%	109
2021 Q3	$319K	Buy	14,975 +138	+0.9%	+$2.75K	0.16%	103
2021 Q2	$299K	Sell	14,837 -66	-0.4%	-$1.43K	0.15%	111
2021 Q1	$308K	Sell	14,903 -174	-1%	-$3.4K	0.16%	101
2020 Q4	$243K	Hold	15,077	–	–	0.13%	122
2020 Q3	$174K	Hold	15,077	–	–	0.1%	125
2020 Q2	$168K	Buy	15,077 +202	+1%	+$2.15K	0.1%	117
2020 Q1	$133K	Buy	14,875 +239	+2%	+$3.35K	0.1%	109
2019 Q4	$251K	Hold	14,636	–	–	0.14%	109
2019 Q3	$226K	Sell	14,636 -3,779	-21%	-$57.1K	0.14%	110
2019 Q2	$276K	Sell	18,415 -3,776	-17%	-$55.8K	0.17%	94
2019 Q1	$335K	Hold	22,191	–	–	0.22%	77
2018 Q4	$297K	Sell	22,191 -302	-1%	-$4.85K	0.22%	80
2018 Q3	$413K	Hold	22,493	–	–	0.21%	80
2018 Q2	$400K	Hold	22,493	–	–	0.22%	78
2018 Q1	$418K	Buy	22,493 +302	+1%	+$5.72K	0.24%	70
2017 Q4	$383K	Buy	+22,191	New	+$355K	0.34%	61

Other funds holding RF

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Alliance Advisory Group's RF Position: Q3 2026 in Review

Wealth Alliance Advisory Group held its Regions Financial (RF) position steady in Q3 2026 at 14,646 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #135.

Wealth Alliance Advisory Group first reported a position in RF in Q4 2017 and has held it in 36 quarters since. The position peaked at $442K in Q2 2026. 86 funds tracked by Wall St. Rank hold RF as of Q3 2026.

Wealth Alliance Advisory Group held 14,646 shares of Regions Financial worth $394K as of Q3 2026.
Wealth Alliance Advisory Group left its Regions Financial share count unchanged in Q3 2026.
Regions Financial made up 0.06% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #135 holding.
Wealth Alliance Advisory Group first reported a position in Regions Financial in Q4 2017 and has held it in 36 quarters since.
Wealth Alliance Advisory Group's Regions Financial position peaked at $442K in Q2 2026.
86 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.