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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
Q2 		– Sell
-600
Closed -$15.7K – 313
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 $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 $3.38T AUM 44.17% 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

WFA of San Diego's RF Position: Q2 2026 in Review

WFA of San Diego sold out of Regions Financial (RF) in Q2 2026, closing a stake of 600 shares — an estimated $15.7K sold.

WFA of San Diego first reported a position in RF in Q2 2025 and held it in 4 quarters. The position peaked at $16.3K in Q4 2025. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • WFA of San Diego reported no remaining Regions Financial position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 600 Regions Financial shares in Q2 2026, an estimated $15.7K.
  • WFA of San Diego first reported a position in Regions Financial in Q2 2025 and held it in 4 quarters.
  • WFA of San Diego's Regions Financial position peaked at $16.3K in Q4 2025.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.