Provenance Wealth Advisors, LLC
Position in RF — Regions Financial Corp
CIK 2081584
FORT LAUDERDALE, FL
Position in RF
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$23,272
-$1,253 QoQ
Shares Held
891
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Provenance Wealth Advisors, LLC holds $77,913 across 4 Banks - Regional names. RF ranks #2 (29.9% of the industry book) .
All Filings in RF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,272 | 891 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $24,525 | 905 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $23,864 | 905 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,285 | 905 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $304 | 14 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $329 | 14 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $7,383 | 381 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $6,553 | 381 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||