Whipplewood Advisors’s Regions Financial RF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.81K Sell
60
-68
-53% -$1.91K ﹤0.01% 446
2026
Q1
$3.34K Buy
128
+90
+237% +$2.51K ﹤0.01% 685
2025
Q4
$1.03K Buy
+38
New +$971 ﹤0.01% 408
2025
Q3
– Sell
-226
Closed -$5.32K – 969
2025
Q2
$5.32K Buy
226
+118
+109% +$2.5K ﹤0.01% 684
2025
Q1
$4.8K Sell
108
-113
-51% -$2.63K ﹤0.01% 706
2024
Q4
$5.2K Buy
+221
New +$5.46K ﹤0.01% 694

Other funds holding RF

Whipplewood Advisors's RF Position: Q2 2026 in Review

Whipplewood Advisors reduced its Regions Financial (RF) stake by 53% in Q2 2026, selling an estimated $1.91K and leaving 60 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Whipplewood Advisors first reported a position in RF in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.32K in Q2 2025. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Whipplewood Advisors held 60 shares of Regions Financial worth $1.81K as of Q2 2026.
  • Whipplewood Advisors sold 68 Regions Financial shares in Q2 2026, an estimated $1.91K.
  • Regions Financial made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #446 holding.
  • Whipplewood Advisors first reported a position in Regions Financial in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Regions Financial position peaked at $5.32K in Q2 2025.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.