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
Q3 		$16.5M Buy
630,454
+402,904
+177% +$12.2M 0.02% 541
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

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's RF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Regions Financial (RF) stake by 177% in Q3 2026, buying an estimated $12.2M and bringing the position to 630,454 shares worth $16.5M. The position accounts for 0.02% of the portfolio, ranked #541.

Wealth Enhancement Advisory Services first reported a position in RF in Q2 2017 and has held it in 14 quarters since. 290 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 630,454 shares of Regions Financial worth $16.5M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 402,904 Regions Financial shares in Q3 2026, an estimated $12.2M.
  • Regions Financial made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #541 holding.
  • Wealth Enhancement Advisory Services first reported a position in Regions Financial in Q2 2017 and has held it in 14 quarters since.
  • 290 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.