Regions Financial Corporation
MX ˙ BMV ˙ US7591EP1005
SecurityMX:RF / Regions Financial Corporation
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership75,128 shares
Latest Disclosed Value $ 1,962,354
Wealthcare Advisory Partners LLC reports 2.82% decrease in ownership of RF / Regions Financial Corporation

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 75,128 shares of Regions Financial Corporation (MX:RF) valued at $1,962,354 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 77,306 shares of Regions Financial Corporation. This represents a change in shares of -2.82% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 75,128 -2,178 -2.82 1,962 -6.35 0.0382
2026-01-14 2025-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 77,306 1,339 1.76 2,095 4.59 0.0412
2025-11-07 2025-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 75,967 624 0.83 2,003 13.04 0.0417
2025-07-22 2025-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 75,343 4,083 5.73 1,772 14.47 0.0404
2025-04-15 2025-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 71,260 438 0.62 1,548 -7.03 0.0415
2025-01-15 2024-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 70,822 529 0.75 1,666 1.59 0.0463
2024-11-04 2024-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 70,293 633 0.91 1,640 17.49 0.0467
2024-08-12 2024-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 69,660 56 0.08 1,396 -4.71 0.0436
2024-04-15 2024-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 69,604 -1,196 -1.69 1,464 6.71 0.0480
2024-02-06 2023-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 70,800 -7,099 -9.11 1,372 2.46 0.0546
2023-10-12 2023-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 77,899 12,938 19.92 1,340 15.73 0.0615
2023-07-17 2023-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 64,961 1,662 2.63 1,158 -1.45 0.0518
2023-05-04 2023-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 63,299 -17 -0.03 1,175 -13.99 0.0505
2023-02-13 2022-12-31 13F REGIONS FINANCIAL COMMON 7591EP100 63,316 38,542 155.57 1,365 174.65 0.0652
2022-11-14 2022-09-30 13F REGIONS FINANCIAL COMMON 7591EP100 24,774 24,774 497 0.0284
2021-08-16 2021-06-30 13F REGIONS FINANCIAL COMMON 7591EP100 0 -2,147 -100.00 0 -100.00
2021-04-30 2021-03-31 13F REGIONS FINANCIAL COMMON 7591EP100 2,147 2,147 44 0.0032
2020-07-29 2020-06-30 13F REGIONS FINANCIAL COMMON 7591EP100 0 -2,170 -100.00 0 -100.00
2020-04-29 2020-03-31 13F REGIONS FINANCIAL COMMON 7591EP100 2,170 -2,254 -50.95 19 -75.00 0.0028
2020-01-29 2019-12-31 13F REGIONS FINANCIAL COMMON 7591EP100 4,424 -408 -8.44 76 0.00 0.0097
2019-10-16 2019-09-30 13F REGIONS FINANCIAL COMMON 7591EP100 4,832 1,527 46.20 76 55.10 0.0110
2019-07-30 2019-06-30 13F REGIONS FINANCIAL COMMON 7591EP100 3,305 1,664 101.40 49 113.04 0.0078
2019-05-13 2019-03-31 13F REGIONS FINANCIAL COMMON 7591EP100 1,641 14 0.86 23 4.55 0.0039
2019-02-14 2018-12-31 13F REGIONS FINANCIAL COMMON 7591EP100 1,627 10 0.62 22 -26.67 0.0043
2018-11-14 2018-09-30 13F REGIONS FINANCIAL COMMON 7591EP100 1,617 7 0.43 30 3.45 0.0055
2018-08-13 2018-06-30 13F REGIONS FINANCIAL COMMON 7591EP100 1,610 7 0.44 29 -3.33 0.0057
2018-05-14 2018-03-31 13F REGIONS FINANCIAL COMMON 7591EP100 1,603 7 0.44 30 7.14 0.0068
2018-02-14 2017-12-31 13F REGIONS FINANCIAL COMMON 7591EP100 1,596 -403 -20.16 28 -6.67 0.0072
2017-11-15 2017-09-30 13F REGIONS FINANCIAL COMMON 7591EP100 1,999 1,999 30 0.0089
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.