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
Q2 		$876K Sell
28,991
-23
-0.1% -$646 0.03% 519
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 0.03% 409
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 $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

Western Wealth Management's RF Position: Q2 2026 in Review

Western Wealth Management reduced its Regions Financial (RF) stake by 0.08% in Q2 2026, selling an estimated $646 and leaving 28,991 shares worth $876K. The position accounts for 0.03% of the portfolio, ranked #519.

Western Wealth Management first reported a position in RF in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.04M in Q3 2022. 1,108 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Western Wealth Management held 28,991 shares of Regions Financial worth $876K as of Q2 2026.
  • Western Wealth Management sold 23 Regions Financial shares in Q2 2026, an estimated $646.
  • Regions Financial made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #519 holding.
  • Western Wealth Management first reported a position in Regions Financial in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's Regions Financial position peaked at $1.04M in Q3 2022.
  • 1,108 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

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