Regions Financial Corporation
MX ˙ BMV ˙ US7591EP1005
SecurityMX:RF / Regions Financial Corporation
InstitutionWealth Alliance Advisory Group, LLC
Latest Disclosed Ownership15,656 shares
Latest Disclosed Value $ 408,927
Wealth Alliance Advisory Group, LLC reports 0.13% increase in ownership of RF / Regions Financial Corporation

On April 9, 2026 - Wealth Alliance Advisory Group, LLC filed a 13F-HR form disclosing ownership of 15,656 shares of Regions Financial Corporation (MX:RF) valued at $408,927 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 15,636 shares of Regions Financial Corporation. This represents a change in shares of 0.13% 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.

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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)
2026-04-09 2026-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 15,656 20 0.13 409 -3.55 0.0647
2026-01-29 2025-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 15,636 1,000 6.83 424 9.87 0.0726
2025-10-14 2025-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 14,636 0 0.00 386 11.92 0.0696
2025-07-07 2025-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 14,636 0 0.00 344 8.18 0.0655
2025-04-10 2025-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 14,636 0 0.00 318 -7.56 0.0659
2025-01-15 2024-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 14,636 0 0.00 344 0.88 0.0728
2024-10-18 2024-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 14,636 0 0.00 341 16.38 0.0717
2024-07-30 2024-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 14,636 0 0.00 293 -4.56 0.0661
2024-04-15 2024-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 14,636 0 0.00 308 8.48 0.0715
2024-01-10 2023-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 14,636 0 0.00 284 12.75 0.0741
2023-10-10 2023-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 14,636 0 0.00 252 -3.46 0.0746
2023-07-13 2023-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 14,636 0 0.00 261 -4.06 0.0921
2023-05-02 2023-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 14,636 0 0.00 272 -13.97 0.1016
2023-01-17 2022-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 14,636 0 0.00 316 7.14 0.1207
2022-10-12 2022-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 14,636 0 0.00 294 7.30 0.1296
2022-07-08 2022-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 14,636 0 0.00 274 -15.95 0.1294
2022-04-18 2022-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 14,636 -224 -1.51 326 0.62 0.1414
2022-01-13 2021-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 14,860 -115 -0.77 324 1.57 0.1408
2021-10-08 2021-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 14,975 138 0.93 319 6.69 0.1551
2021-07-13 2021-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 14,837 -66 -0.44 299 -2.92 0.1455
2021-04-28 2021-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 14,903 -174 -1.15 308 26.75 0.1579
2021-01-25 2020-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 15,077 0 0.00 243 39.66 0.1314
2020-10-08 2020-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 15,077 0 0.00 174 3.57 0.1029
2020-07-08 2020-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 15,077 202 1.36 168 26.32 0.1030
2020-04-15 2020-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 14,875 239 1.63 133 -47.01 0.1033
2020-01-24 2019-12-31 13F REGIONS FINL CORP COM 7591EP100 14,636 0 0.00 251 11.06 0.1433
2019-11-01 2019-09-30 13F REGIONS FINL CORP COM 7591EP100 14,636 -3,779 -20.52 226 -18.12 0.1405
2019-07-17 2019-06-30 13F REGIONS FINL CORP COM 7591EP100 18,415 -3,776 -17.02 276 -17.61 0.1701
2019-05-14 2019-03-31 13F REGIONS FINL CORP COM 7591EP100 22,191 0 0.00 335 12.79 0.2161
2019-01-26 2018-12-31 13F REGIONS FINL CORP COM 7591EP100 22,191 -302 -1.34 297 -28.09 0.2222
2018-10-19 2018-09-30 13F REGIONS FINL CORP COM 7591EP100 22,493 0 0.00 413 3.25 0.2113
2018-07-20 2018-06-30 13F REGIONS FINL CORP COM 7591EP100 22,493 0 0.00 400 -4.31 0.2193
2018-06-01 2018-03-31 13F REGIONS FINL CORP COM 7591EP100 22,493 302 1.36 418 9.14 0.2434
2018-04-11 2017-12-31 13F REGIONS FINL CORP COM 7591EP100 22,191 22,191 383 0.3439
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.