Wealth Enhancement Advisory Services
RF icon

Wealth Enhancement Advisory Services’s Regions Financial RF Stock Holding History

Wealth Enhancement Advisory Services’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 		$6.43M Buy
227,550
+18,030
+9% +$506K 0.01% 866
2026
Q1 		$5.02M Sell
209,520
-84,541
-29% -$2.36M 0.01% 899
2025
Q4 		$8.45M Buy
294,061
+10,200
+4% +$261K 0.01% 762
2025
Q3 		$7.3M Buy
283,861
+20,249
+8% +$526K 0.01% 780
2025
Q2 		$6.54M Buy
263,612
+19,643
+8% +$416K 0.01% 792
2025
Q1 		$5.3M Buy
243,969
+14,720
+6% +$343K 0.01% 816
2024
Q4 		$5.39M Buy
229,249
+77,586
+51% +$1.92M 0.01% 775
2024
Q3 		$3.54M Buy
151,663
+7,811
+5% +$171K 0.01% 840
2024
Q2 		$2.88M Buy
143,852
+10,514
+8% +$204K 0.01% 862
2024
Q1 		$2.81M Sell
133,338
-737
-0.5% -$13.9K 0.01% 826
2023
Q4 		$2.6M Buy
134,075
+13,716
+11% +$228K 0.01% 811
2023
Q3 		$2.07M Buy
+120,359
New +$2.28M 0.01% 845
2017
Q3 		– Sell
-61,887
Closed -$909K – 178
2017
Q2 		$909K Buy
+61,887
New +$871K 0.08% 103

Other funds holding RF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's RF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Regions Financial (RF) stake by 8.6% in Q2 2026, buying an estimated $506K and bringing the position to 227,550 shares worth $6.43M. The position accounts for 0.01% of the portfolio, ranked #866.

Wealth Enhancement Advisory Services first reported a position in RF in Q2 2017 and has held it in 13 quarters since. The position peaked at $8.45M in Q4 2025. 198 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 227,550 shares of Regions Financial worth $6.43M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 18,030 Regions Financial shares in Q2 2026, an estimated $506K.
  • Regions Financial made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #866 holding.
  • Wealth Enhancement Advisory Services first reported a position in Regions Financial in Q2 2017 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Regions Financial position peaked at $8.45M in Q4 2025.
  • 198 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.