Regions Financial Corporation
US ˙ NYSE ˙ US7591EP1005

SecurityRF / Regions Financial Corporation
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership1,051,239 shares
Latest Disclosed Value $ 27,458,313
AE Wealth Management LLC reports 24.54% increase in ownership of RF / Regions Financial Corporation

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 1,051,239 shares of Regions Financial Corporation (US:RF) valued at $27,458,363 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 844,094 shares of Regions Financial Corporation. This represents a change in shares of 24.54% during the quarter. The current value of the position is $28,803,949 USD.

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)
2026-05-13 2026-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 1,051,239 207,145 24.54 27,458 20.04 0.0044
2026-01-26 2025-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 844,094 -953 -0.11 22,875 2.65 0.1313
2025-11-03 2025-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 845,047 25,071 3.06 22,284 15.55 0.1420
2025-08-06 2025-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 819,976 16,896 2.10 19,286 10.52 0.1410
2025-05-06 2025-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 803,080 -34,681 -4.14 17,451 -11.44 0.1468
2025-02-13 2024-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 837,761 188,279 28.99 19,704 30.04 0.1672
2024-11-14 2024-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 649,482 3,823 0.59 15,152 17.10 0.1375
2024-08-12 2024-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 645,659 606,129 1,533.34 12,939 1,457.04 0.1294
2024-05-15 2024-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 39,530 -78,373 -66.47 832 -63.18 0.0094
2024-02-14 2023-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 117,903 6,313 5.66 2,258 17.61 0.0115
2023-10-11 2023-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 111,590 20,470 22.46 1,919 18.24 0.0115
2023-07-10 2023-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 91,120 -39,292 -30.13 1,624 -32.93 0.0098
2023-04-14 2023-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 130,412 10,647 8.89 2,420 -6.27 0.0156
2023-01-31 2022-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 119,765 24,619 25.87 2,582 35.18 0.0187
2022-10-25 2022-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 95,146 23,096 32.06 1,910 41.38 0.0151
2022-08-03 2022-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 72,050 -4,340 -5.68 1,351 -20.53 0.0108
2022-04-18 2022-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 76,390 -441 -0.57 1,700 1.49 0.0117
2022-01-20 2021-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 76,831 14,871 24.00 1,675 26.89 0.0117
2021-11-01 2021-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 61,960 4,819 8.43 1,320 14.48 0.0109
2021-07-21 2021-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 57,141 -7,534 -11.65 1,153 -13.70 0.0101
2021-04-27 2021-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 64,675 -9,142 -12.38 1,336 12.27 0.0135
2021-02-01 2020-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 73,817 -5,187 -6.57 1,190 30.63 0.0135
2020-11-06 2020-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 79,004 -10,412 -11.64 911 -8.35 0.0130
2020-08-05 2020-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 89,416 36,409 68.69 994 109.26 0.0154
2020-05-07 2020-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 53,007 -81,961 -60.73 475 -79.49 0.0109
2020-01-15 2019-12-31 13F REGIONS FINL CORP COM 7591EP100 134,968 92,867 220.58 2,316 247.75 0.0503
2019-11-05 2019-09-30 13F REGIONS FINL CORP COM 7591EP100 42,101 5,954 16.47 666 23.33 0.0192
2019-07-22 2019-06-30 13F REGIONS FINL CORP COM 7591EP100 36,147 24,438 208.71 540 225.30 0.0162
2019-05-14 2019-03-31 13F REGIONS FINL CORP COM 7591EP100 11,709 381 3.36 166 9.21 0.0115
2019-02-14 2018-12-31 13F REGIONS FINL CORP COM 7591EP100 11,328 1,166 11.47 152 -18.28 0.0260
2018-11-13 2018-09-30 13F REGIONS FINL CORP COM 7591EP100 10,162 10,162 186 0.0102
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.