Wilkerson Advisory Group’s Regions Financial RF Stock Holding History

Wilkerson Advisory Group’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	$4.14K	Hold	137	–	–	﹤0.01%	503
2026 Q1	$3.58K	Buy	+137	New	+$3.83K	﹤0.01%	504

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wilkerson Advisory Group's RF Position: Q2 2026 in Review

Wilkerson Advisory Group held its Regions Financial (RF) position steady in Q2 2026 at 137 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Wilkerson Advisory Group first reported a position in RF in Q1 2026 and has held it in 2 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Wilkerson Advisory Group held 137 shares of Regions Financial worth $4.14K as of Q2 2026.
Wilkerson Advisory Group left its Regions Financial share count unchanged in Q2 2026.
Regions Financial made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #503 holding.
Wilkerson Advisory Group first reported a position in Regions Financial in Q1 2026 and has held it in 2 quarters since.
1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.