BXM Wealth LLC

Position in RF — Regions Financial Corp

CIK 2052379 Englewood, CO

Position in RF

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$443,185

+$190,474 QoQ

Shares Held

14,675

+51.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#639

of 1,096 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BXM Wealth LLC holds $1,564,733 across 4 Banks - Regional names. RF ranks #1 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RF	Regions Financial Corp This page	14,675	$443,185
2	CFG	Citizens Financial Group Inc/Ri	5,845	$409,559
3	MTB	M&T Bank Corp	1,600	$380,816
4	FITB	Fifth Third Bancorp	5,875	$331,173

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$443,185	14,675	+51.7%	Shares	Sole	2026-07-27
2026-03-31	$252,711	9,675	0.0%	Shares	Sole	2026-04-23
2025-12-31	$262,192	9,675	-39.2%	Shares	Sole	2026-01-20
2025-09-30	$419,942	15,925	+45.8%	Shares	Sole	2025-10-28
2025-06-30	$256,956	10,925	+4.8%	Shares	Sole	2025-07-29
2025-03-31	$226,535	10,425	-3.0%	Shares	Sole	2025-04-30
2024-12-31	$252,840	10,750	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.