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Affinity Investment Advisors’s Regions Financial RF Stock Holding History

Affinity Investment 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
Q2 		– Sell
-19,003
Closed -$413K – 155
2025
Q1 		$413K Buy
19,003
+3,108
+20% +$72.4K 0.34% 91
2024
Q4 		$374K Buy
+15,895
New +$393K 0.31% 98
2023
Q4 		– Sell
-10,012
Closed -$172K – 197
2023
Q3 		$172K Sell
10,012
-41,067
-80% -$778K 0.11% 179
2023
Q2 		$910K Sell
51,079
-15,438
-23% -$273K 0.53% 57
2023
Q1 		$1.23M Sell
66,517
-17,487
-21% -$381K 0.66% 45
2022
Q4 		$1.81M Buy
84,004
+15,572
+23% +$338K 0.83% 35
2022
Q3 		$1.37M Buy
+68,432
New +$1.44M 0.71% 41
2021
Q4 		– Sell
-11,646
Closed -$248K – 194
2021
Q3 		$248K Buy
+11,646
New +$232K 0.11% 161
2021
Q2 		– Sell
-11,073
Closed -$229K – 172
2021
Q1 		$229K Sell
11,073
-1,187
-10% -$23.2K 0.08% 147
2020
Q4 		$198K Buy
+12,260
New +$177K 0.08% 152
2018
Q3 		– Sell
-121,010
Closed -$2.15M – 178
2018
Q2 		$2.15M Sell
121,010
-1,570
-1% -$29.4K 0.3% 78
2018
Q1 		$2.28M Buy
+122,580
New +$2.32M 0.27% 70
2017
Q2 		– Sell
-10,240
Closed -$149K – 189
2017
Q1 		$149K Sell
10,240
-1,490
-13% -$22K 0.01% 185
2016
Q4 		$168K Buy
+11,730
New +$145K 0.02% 152

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Affinity Investment Advisors's RF Position: Q2 2025 in Review

Affinity Investment Advisors sold out of Regions Financial (RF) in Q2 2025, closing a stake of 19,003 shares — an estimated $413K sold.

Affinity Investment Advisors first reported a position in RF in Q4 2016 and held it in 14 quarters. The position peaked at $2.28M in Q1 2018. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

  • Affinity Investment Advisors reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
  • Affinity Investment Advisors sold 19,003 Regions Financial shares in Q2 2025, an estimated $413K.
  • Affinity Investment Advisors first reported a position in Regions Financial in Q4 2016 and held it in 14 quarters.
  • Affinity Investment Advisors's Regions Financial position peaked at $2.28M in Q1 2018.
  • 960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on Affinity Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.