WW
RF icon

Winnow Wealth’s Regions Financial RF Stock Holding History

Winnow Wealth’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 		– Sell
-97
Closed -$2.72K – 458
2025
Q4 		$2.72K Sell
97
-100
-51% -$2.55K ﹤0.01% 340
2025
Q3 		$5.32K Buy
+197
New +$5.12K ﹤0.01% 266
2025
Q2 		– Sell
-22
Closed -$475 – 567
2025
Q1 		$475 Buy
22
+7
+47% +$163 ﹤0.01% 510
2024
Q4 		$344 Buy
+15
New +$371 ﹤0.01% 505

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

Winnow Wealth's RF Position: Q1 2026 in Review

Winnow Wealth sold out of Regions Financial (RF) in Q1 2026, closing a stake of 97 shares — an estimated $2.72K sold.

Winnow Wealth first reported a position in RF in Q4 2024 and held it in 4 quarters. The position peaked at $5.32K in Q3 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Winnow Wealth reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 97 Regions Financial shares in Q1 2026, an estimated $2.72K.
  • Winnow Wealth first reported a position in Regions Financial in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's Regions Financial position peaked at $5.32K in Q3 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.