WMG Financial Advisors, LLC

Position in RF — Regions Financial Corp

CIK 1906711 Knoxville, TN

Position in RF

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,068,717

+$143,600 QoQ

Shares Held

35,388

-0.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.38%

of 13F equity value

Holder Rank

#459

of 1,096 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WMG Financial Advisors, LLC holds $1,068,717 across 1 Banks - Regional name. RF ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	RF	Regions Financial Corp This page	35,388	$1,068,717

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,068,717	35,388	-0.1%	Shares	Defined	2026-07-23
2026-03-31	$925,117	35,418	-27.5%	Shares	Defined	2026-04-23
2025-12-31	$1,323,645	48,843	-11.3%	Shares	Sole	2026-01-28
2025-09-30	$1,451,826	55,056	+0.2%	Shares	Sole	2025-10-23
2025-06-30	$1,292,259	54,943	0.0%	Shares	Sole	2025-07-24
2025-03-31	$1,193,910	54,943	0.0%	Shares	Sole	2025-05-06
2024-12-31	$1,292,258	54,943	+1.4%	Shares	Sole	2025-02-06
2024-09-30	$1,264,321	54,193	+0.1%	Shares	Sole	2024-10-31
2024-06-30	$1,085,325	54,158	+7.6%	Shares	Defined	2024-07-30
2024-03-31	$1,058,753	50,321	+181.0%	Shares	Defined	2024-05-07
2023-09-30	$307,966	17,905	-22.3%	Shares	Sole	2023-11-14
2023-06-30	$410,608	23,042	-1.6%	Shares	Sole	2023-08-03
2023-03-31	$434,396	23,405	-24.6%	Shares	Sole	2023-04-18
2022-12-31	$669,265	31,042	0.0%	Shares	Sole	2023-02-10
2022-09-30	$623,012	31,042	+5.2%	Shares	Sole	2022-10-18
2022-06-30	$553,237	29,506	+0.3%	Shares	Sole	2022-08-08
2022-03-31	$654,577	29,406	+4.8%	Shares	Sole	2022-08-04
2021-12-31	$611,620	28,056	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.