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Aaron Wealth Advisors’s Regions Financial RF Stock Holding History

Aaron Wealth Advisors’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,694
Closed -$308K – 709
2025
Q3 		$308K Buy
+11,694
New +$304K 0.02% 520
2022
Q2 		– Sell
-5,105
Closed -$114K – 694
2022
Q1 		$114K Buy
+5,105
New +$120K 0.03% 255

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aaron Wealth Advisors's RF Position: Q4 2025 in Review

Aaron Wealth Advisors sold out of Regions Financial (RF) in Q4 2025, closing a stake of 11,694 shares — an estimated $308K sold.

Aaron Wealth Advisors first reported a position in RF in Q1 2022 and held it in 2 quarters. The position peaked at $308K in Q3 2025. 1,067 funds tracked by Wall St. Rank hold RF as of Q4 2025.

  • Aaron Wealth Advisors reported no remaining Regions Financial position as of Q4 2025 after selling out during the quarter.
  • Aaron Wealth Advisors sold 11,694 Regions Financial shares in Q4 2025, an estimated $308K.
  • Aaron Wealth Advisors first reported a position in Regions Financial in Q1 2022 and held it in 2 quarters.
  • Aaron Wealth Advisors's Regions Financial position peaked at $308K in Q3 2025.
  • 1,067 funds tracked by Wall St. Rank held Regions Financial as of Q4 2025.

Based on Aaron Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.