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Wealth Preservation Advisors’s Regions Financial RF Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-1,000
Closed -$26.1K – 754
2026
Q1 		$26.1K Sell
1,000
-1,687
-63% -$47.1K 0.02% 276
2025
Q4 		$72.8K Sell
2,687
-1
-0% -$26 0.04% 164
2025
Q3 		$70.9K Hold
2,688
– – 0.04% 160
2025
Q2 		$63.2K Hold
2,688
– – 0.04% 171
2025
Q1 		$58.4K Buy
+2,688
New +$62.6K 0.04% 167

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 Preservation Advisors's RF Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Regions Financial (RF) in Q2 2026, closing a stake of 1,000 shares — an estimated $26.1K sold.

Wealth Preservation Advisors first reported a position in RF in Q1 2025 and held it in 5 quarters. The position peaked at $72.8K in Q4 2025. 1,109 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 1,000 Regions Financial shares in Q2 2026, an estimated $26.1K.
  • Wealth Preservation Advisors first reported a position in Regions Financial in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Regions Financial position peaked at $72.8K in Q4 2025.
  • 1,109 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.