RF · 8-K · 20260807PR000057

Wealth Management Growth

REGIONS FINANCIAL CORP · 2026-08-07 · Importance 20 · Surprise 40 · In source text

Regions reported another record quarter in Wealth Management, the fifth record quarter in the last six quarters, supported by strong production and favorable market conditions. Total client assets increased 8% year over year, total Wealth Management relationships increased 8%, and Wealth Management non-interest revenue increased 13%. The business has expanded its offerings through crypto ETF investment options, a Regions Charitable Fund donor-advised fund, digital investing, trust and estate services, and institutional and corporate investment services. Regions stated that Investment Services and Investment Management & Trust Fees were up $222 million versus 2019, with 97% of the increase generated organically and a six-year CAGR of 9.1%.

Key facts

• Launched the Regions Charitable Fund (Donor-Advised Funds) aimed at deepening PWM client relationships source
• New advisors have driven ~$6B growth in client assets over the last 3 years source
• Assets Under Administration increased +$11B YoY source
• Wealth Management had 1,265 associates, 237K total relationships, and $191.9B total client assets as of 2Q26 source
• Net income before taxes in Wealth Management increased 26% YoY in 2Q26 source
• NIR contributed 24% of top-of-company NIR and Wealth Management NIR grew 13% YoY in 2Q26 source
• Regions Bank Private Wealth Management division earned two top industry honors at the 2026 Global Private Banking Innovation Awards for the second consecutive year source
• Regions Institutional Services division has been named to the NAPA Top Defined Contribution Advisor Teams list (year referenced 2026) source

Impact estimates