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WFA of San Diego’s Regions Financial RF Stock Holding History

WFA of San Diego’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 		$15.7K Hold
600
– – 0.01% 272
2025
Q4 		$16.3K Hold
600
– – 0.01% 279
2025
Q3 		$15.8K Hold
600
– – 0.01% 293
2025
Q2 		$14.1K Buy
+600
New +$12.7K 0.01% 291

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

WFA of San Diego's RF Position: Q1 2026 in Review

WFA of San Diego held its Regions Financial (RF) position steady in Q1 2026 at 600 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #272.

WFA of San Diego first reported a position in RF in Q2 2025 and has held it in 4 quarters since. The position peaked at $16.3K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • WFA of San Diego held 600 shares of Regions Financial worth $15.7K as of Q1 2026.
  • WFA of San Diego left its Regions Financial share count unchanged in Q1 2026.
  • Regions Financial made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #272 holding.
  • WFA of San Diego first reported a position in Regions Financial in Q2 2025 and has held it in 4 quarters since.
  • WFA of San Diego's Regions Financial position peaked at $16.3K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.