REGIONS FINANCIAL CORP NEW

Ticker: RF CUSIP: 7591EP100 Class: COM

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 31,272 Value ($000) $847 Avg Close $25.37 Range $22.46 - $27.98
Q3 2025
Shares 26,720 Value ($000) $705 Avg Close $25.54 Range $22.88 - $27.32
Q2 2025
Shares 34,442 Value ($000) $810 Avg Close $20.58 Range $17.18 - $23.21
Q1 2025
Shares 29,991 Value ($000) $652 Avg Close $22.41 Range $20.03 - $24.20
Q4 2024
Shares 15,134 Value ($000) $356 Avg Close $23.54 Range $21.12 - $26.55
Q3 2024
Shares 13,716 Value ($000) $320 Avg Close $20.60 Range $18.32 - $22.25
Q2 2024
Shares 13,504 Value ($000) $271 Avg Close $18.06 Range $16.65 - $19.54
Q1 2024
Shares 16,287 Value ($000) $343 Avg Close $17.40 Range $15.95 - $19.56
Q4 2023
Shares 10,226 Value ($000) $198 Avg Close $15.05 Range $12.39 - $18.11
Q3 2023
Shares 10,381 Value ($000) $179 Avg Close $16.95 Range $15.01 - $18.73
Q2 2023
Shares 15,953 Value ($000) $284 Avg Close $15.61 Range $13.49 - $17.08
Q1 2023
Shares 10,849 Value ($000) $0 Avg Close $19.05 Range $12.28 - $21.24