Wedbush Securities’s Regions Financial RF Stock Holding History

Wedbush Securities’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	$298K	Sell	11,073 -363	-3%	-$11K	0.01%	964
2026 Q2	$345K	Buy	11,436 +2,201	+24%	+$61.8K	0.01%	872
2026 Q1	$241K	Buy	+9,235	New	+$258K	0.01%	1019
2024 Q1	–	Sell	-17,421	Closed	-$338K	–	1271
2023 Q4	$338K	Sell	17,421 -8,361	-32%	-$139K	0.02%	716
2023 Q3	$443K	Buy	25,782 +15,193	+143%	+$288K	0.02%	570
2023 Q2	$189K	Buy	+10,589	New	+$187K	0.01%	945
2021 Q1	–	Sell	-10,119	Closed	-$163K	–	1090
2020 Q4	$163K	Buy	+10,119	New	+$146K	0.01%	801
2018 Q3	–	Sell	-15,300	Closed	-$272K	–	935
2018 Q2	$272K	Buy	15,300 +5,192	+51%	+$97.2K	0.03%	591
2018 Q1	$188K	Buy	+10,108	New	+$192K	0.02%	698
2016 Q1	–	Sell	-14,304	Closed	-$137K	–	793
2015 Q4	$137K	Sell	14,304 -683	-5%	-$6.55K	0.02%	620
2015 Q3	$135K	Sell	14,987 -3,768	-20%	-$37.2K	0.03%	595
2015 Q2	$194K	Buy	18,755 +2,340	+14%	+$23.6K	0.04%	584
2015 Q1	$155K	Buy	+16,415	New	+$155K	0.03%	621

Other funds holding RF

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wedbush Securities's RF Position: Q3 2026 in Review

Wedbush Securities reduced its Regions Financial (RF) stake by 3.2% in Q3 2026, selling an estimated $11K and leaving 11,073 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #964.

Wedbush Securities first reported a position in RF in Q1 2015 and has held it in 13 quarters since. The position peaked at $443K in Q3 2023. 259 funds tracked by Wall St. Rank hold RF as of Q3 2026.

Wedbush Securities held 11,073 shares of Regions Financial worth $298K as of Q3 2026.
Wedbush Securities sold 363 Regions Financial shares in Q3 2026, an estimated $11K.
Regions Financial made up 0.01% of Wedbush Securities's portfolio in Q3 2026, its #964 holding.
Wedbush Securities first reported a position in Regions Financial in Q1 2015 and has held it in 13 quarters since.
Wedbush Securities's Regions Financial position peaked at $443K in Q3 2023.
259 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.