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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

RF holding history

Regions Financial Corp in every 13F filed by Abound Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RF overviewAll 13F holders of RFFull Q2 2026 holdings

Shares (Q2 2026)
14
Value
$429
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of RF by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614$429<0.1%−232−94.3%ReducedHolders
Q1 2026246$6.43K<0.1%00.0%UnchangedHolders
Q4 2025246$6.67K<0.1%00.0%UnchangedHolders
Q3 2025246$6.49K<0.1%+14+6.0%AddedHolders
Q2 2025232$5.46K<0.1%+232NewHolders
Q1 20250$00.0%−179−100.0%Sold outHolders
Q4 2024179$4.21K<0.1%00.0%UnchangedHolders
Q3 2024179$4.18K<0.1%00.0%UnchangedHolders
Q2 2024179$3.59K<0.1%00.0%UnchangedHolders
Q1 2024179$3.77K<0.1%00.0%UnchangedHolders
Q4 2023179$3.47K<0.1%−22−10.9%ReducedHolders
Q3 2023201$3.46K<0.1%+10+5.2%AddedHolders
Q2 2023191$3.40K<0.1%+12+6.7%AddedHolders
Q1 2023179$3.32K<0.1%00.0%UnchangedHolders
Q4 2022179$3.86K<0.1%+179NewHolders