WWM
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Western Wealth Management’s Regions Financial RF Stock Holding History

Western Wealth Management’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 		$758K Sell
29,014
-340
-1% -$9.49K 0.03% 522
2025
Q4 		$796K Buy
29,354
+23
+0.1% +$587 0.04% 405
2025
Q3 		$773K Buy
29,331
+25
+0.1% +$649 0.04% 356
2025
Q2 		$689K Buy
29,306
+4,861
+20% +$103K 0.04% 342
2025
Q1 		$531K Sell
24,445
-1,238
-5% -$28.8K 0.04% 372
2024
Q4 		$604K Buy
25,683
+396
+2% +$9.79K 0.04% 333
2024
Q3 		$590K Sell
25,287
-2,261
-8% -$49.4K 0.03% 423
2024
Q2 		$552K Buy
27,548
+1,739
+7% +$33.7K 0.04% 347
2024
Q1 		$543K Buy
25,809
+258
+1% +$4.88K 0.04% 351
2023
Q4 		$495K Buy
25,551
+367
+1% +$6.09K 0.04% 413
2023
Q3 		$433K Sell
25,184
-2,663
-10% -$50.4K 0.04% 419
2023
Q2 		$496K Buy
27,847
+926
+3% +$16.3K 0.04% 372
2023
Q1 		$500K Sell
26,921
-102
-0.4% -$2.22K 0.05% 370
2022
Q4 		$583K Sell
27,023
-24,474
-48% -$531K 0.06% 312
2022
Q3 		$1.04M Buy
51,497
+3,436
+7% +$72.5K 0.06% 296
2022
Q2 		$902K Buy
48,061
+6,495
+16% +$134K 0.05% 326
2022
Q1 		$926K Buy
41,566
+18,268
+78% +$430K 0.04% 349
2021
Q4 		$511K Buy
+23,298
New +$533K 0.05% 328
2021
Q2 		$403K Buy
19,768
+1,693
+9% +$36.6K 0.04% 415
2021
Q1 		$373K Sell
18,075
-1,423
-7% -$27.8K 0.05% 354
2020
Q4 		$314K Sell
19,498
-1,426
-7% -$20.6K 0.05% 340
2020
Q3 		$241K Buy
20,924
+896
+4% +$9.99K 0.04% 375
2020
Q2 		$223K Sell
20,028
-1,009
-5% -$10.7K 0.04% 370
2020
Q1 		$190K Buy
21,037
+4,586
+28% +$64.2K 0.04% 347
2019
Q4 		$282K Buy
16,451
+800
+5% +$13.2K 0.04% 326
2019
Q3 		$249K Hold
15,651
– – 0.05% 330
2019
Q2 		$231K Buy
15,651
+1,388
+10% +$20.5K 0.03% 359
2019
Q1 		$202K Sell
14,263
-224
-2% -$3.43K 0.05% 364
2018
Q4 		$195K Buy
+14,487
New +$233K 0.05% 331

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

Western Wealth Management's RF Position: Q1 2026 in Review

Western Wealth Management reduced its Regions Financial (RF) stake by 1.2% in Q1 2026, selling an estimated $9.49K and leaving 29,014 shares worth $758K. The position accounts for 0.03% of the portfolio, ranked #522.

Western Wealth Management first reported a position in RF in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.04M in Q3 2022. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Western Wealth Management held 29,014 shares of Regions Financial worth $758K as of Q1 2026.
  • Western Wealth Management sold 340 Regions Financial shares in Q1 2026, an estimated $9.49K.
  • Regions Financial made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #522 holding.
  • Western Wealth Management first reported a position in Regions Financial in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Regions Financial position peaked at $1.04M in Q3 2022.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.