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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Preservation Advisors's RF Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Regions Financial (RF) stake by 63% in Q1 2026, selling an estimated $47.1K and leaving 1,000 shares worth $26.1K. The position accounts for 0.02% of the portfolio, ranked #276.

Wealth Preservation Advisors first reported a position in RF in Q1 2025 and has held it in 5 quarters since. The position peaked at $72.8K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Wealth Preservation Advisors held 1,000 shares of Regions Financial worth $26.1K as of Q1 2026.
  • Wealth Preservation Advisors sold 1,687 Regions Financial shares in Q1 2026, an estimated $47.1K.
  • Regions Financial made up 0.02% of Wealth Preservation Advisors's portfolio in Q1 2026, its #276 holding.
  • Wealth Preservation Advisors first reported a position in Regions Financial in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Regions Financial position peaked at $72.8K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.