AFCM
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Applied Finance Capital Management’s Regions Financial RF Stock Holding History

Applied Finance Capital Management’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
-22,663
Closed -$492K – 358
2025
Q1 		$492K Buy
22,663
+784
+4% +$18.3K 0.04% 193
2024
Q4 		$515K Hold
21,879
– – 0.02% 199
2024
Q3 		$510K Sell
21,879
-3,200
-13% -$69.9K 0.02% 194
2024
Q2 		$503K Buy
+25,079
New +$486K 0.02% 187

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

Applied Finance Capital Management's RF Position: Q2 2025 in Review

Applied Finance Capital Management sold out of Regions Financial (RF) in Q2 2025, closing a stake of 22,663 shares — an estimated $492K sold.

Applied Finance Capital Management first reported a position in RF in Q2 2024 and held it in 4 quarters. The position peaked at $515K in Q4 2024. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

  • Applied Finance Capital Management reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 22,663 Regions Financial shares in Q2 2025, an estimated $492K.
  • Applied Finance Capital Management first reported a position in Regions Financial in Q2 2024 and held it in 4 quarters.
  • Applied Finance Capital Management's Regions Financial position peaked at $515K in Q4 2024.
  • 960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on Applied Finance Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.