Advisor Resource Council’s Regions Financial RF Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-111,380	Closed	-$2.42M	–	490
2025 Q1	$2.42M	Buy	+111,380	New	+$2.59M	0.2%	130
2024 Q1	–	Sell	-100,326	Closed	-$1.94M	–	453
2023 Q4	$1.94M	Buy	+100,326	New	+$1.66M	0.23%	107
2022 Q3	–	Sell	-105,442	Closed	-$1.98M	–	414
2022 Q2	$1.98M	Buy	+105,442	New	+$2.18M	0.18%	122
2022 Q1	–	Sell	-105,115	Closed	-$2.29M	–	458
2021 Q4	$2.29M	Buy	+105,115	New	+$2.4M	0.18%	117
2021 Q3	–	Sell	-103,899	Closed	-$2.1M	–	421
2021 Q2	$2.1M	Buy	+103,899	New	+$2.25M	0.22%	102

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advisor Resource Council's RF Position: Q2 2025 in Review

Advisor Resource Council sold out of Regions Financial (RF) in Q2 2025, closing a stake of 111,380 shares — an estimated $2.42M sold.

Advisor Resource Council first reported a position in RF in Q2 2021 and held it in 5 quarters. The position peaked at $2.42M in Q1 2025. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

Advisor Resource Council reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 111,380 Regions Financial shares in Q2 2025, an estimated $2.42M.
Advisor Resource Council first reported a position in Regions Financial in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Regions Financial position peaked at $2.42M in Q1 2025.
960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.