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Wealth Alliance’s Regions Financial RF Stock Holding History

Wealth Alliance’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 		$1.07M Buy
+35,466
New +$996K 0.09% 184
2022
Q1 		– Sell
-13,982
Closed -$305K – 478
2021
Q4 		$305K Sell
13,982
-4,848
-26% -$111K 0.06% 326
2021
Q3 		$401K Buy
18,830
+3,882
+26% +$77.2K 0.09% 259
2021
Q2 		$302K Sell
14,948
-1,507
-9% -$32.6K 0.07% 324
2021
Q1 		$340K Sell
16,455
-9,408
-36% -$184K 0.1% 260
2020
Q4 		$417K Buy
25,863
+3,437
+15% +$49.7K 0.12% 200
2020
Q3 		$259K Buy
22,426
+1,310
+6% +$14.6K 0.09% 265
2020
Q2 		$235K Buy
+21,116
New +$225K 0.09% 260
2020
Q1 		– Sell
-11,669
Closed -$200K – 243
2019
Q4 		$200K Buy
+11,669
New +$192K 0.14% 76

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

Wealth Alliance's RF Position: Q2 2026 in Review

Wealth Alliance opened a new position in Regions Financial (RF) in Q2 2026: 35,466 shares worth $1.07M. The stake represents 0.09% of the portfolio and ranks #184 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in RF as recently as Q4 2021.

Wealth Alliance first reported a position in RF in Q4 2019 and has held it in 9 quarters since. 1,108 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Wealth Alliance held 35,466 shares of Regions Financial worth $1.07M as of Q2 2026.
  • Regions Financial was a new Wealth Alliance position in Q2 2026.
  • Regions Financial made up 0.09% of Wealth Alliance's portfolio in Q2 2026, its #184 holding.
  • Wealth Alliance first reported a position in Regions Financial in Q4 2019 and has held it in 9 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.