Wealthspire Advisors (New York)’s Regions Financial RF Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-18,358	Closed	-$498K	–	1066
2025 Q4	$498K	Buy	18,358 +13,655	+290%	+$349K	﹤0.01%	604
2025 Q3	$124K	Buy	+4,703	New	+$122K	﹤0.01%	940
2021 Q2	–	Sell	-17,133	Closed	-$354K	–	597
2021 Q1	$354K	Buy	17,133 +2,271	+15%	+$44.4K	0.01%	502
2020 Q4	$240K	Buy	14,862 +2,882	+24%	+$41.7K	0.01%	508
2020 Q3	$138K	Sell	11,980 -62	-0.5%	-$692	0.01%	311
2020 Q2	$134K	Sell	12,042 -9,228	-43%	-$98.2K	0.01%	268
2020 Q1	$191K	Buy	+21,270	New	+$298K	0.01%	503
2019 Q1	–	Sell	-1,174	Closed	-$16K	–	635
2018 Q4	$16K	Buy	+1,174	New	+$18.9K	﹤0.01%	394

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (New York)'s RF Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Regions Financial (RF) in Q1 2026, closing a stake of 18,358 shares — an estimated $498K sold.

Wealthspire Advisors (New York) first reported a position in RF in Q4 2018 and held it in 8 quarters. The position peaked at $498K in Q4 2025. 1,083 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 18,358 Regions Financial shares in Q1 2026, an estimated $498K.
Wealthspire Advisors (New York) first reported a position in Regions Financial in Q4 2018 and held it in 8 quarters.
Wealthspire Advisors (New York)'s Regions Financial position peaked at $498K in Q4 2025.
1,083 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.