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Avantax Advisory Services’s Regions Financial RF Stock Holding History

Avantax Advisory Services’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 		$1.87M Buy
79,477
+8,979
+13% +$190K 0.01% 835
2025
Q1 		$1.53M Buy
70,498
+5,029
+8% +$117K 0.01% 880
2024
Q4 		$1.54M Buy
65,469
+5,932
+10% +$147K 0.01% 845
2024
Q3 		$1.39M Buy
59,537
+10,467
+21% +$229K 0.01% 854
2024
Q2 		$983K Buy
49,070
+35,420
+259% +$687K 0.01% 987
2024
Q1 		$287K Buy
+13,650
New +$258K ﹤0.01% 1320
2023
Q4 		– Sell
-10,252
Closed -$176K – 1656
2023
Q3 		$176K Buy
+10,252
New +$194K ﹤0.01% 1444
2023
Q2 		– Sell
-18,176
Closed -$337K – 1564
2023
Q1 		$337K Buy
18,176
+3,266
+22% +$71.1K ﹤0.01% 1084
2022
Q4 		$321K Sell
14,910
-181
-1% -$3.92K ﹤0.01% 1073
2022
Q3 		$303K Buy
15,091
+4,130
+38% +$87.2K ﹤0.01% 1009
2022
Q2 		$206K Buy
10,961
+86
+0.8% +$1.77K ﹤0.01% 1194
2022
Q1 		$243K Buy
10,875
+1,687
+18% +$39.7K ﹤0.01% 1107
2021
Q4 		$200K Sell
9,188
-2,782
-23% -$63.6K ﹤0.01% 1177
2021
Q3 		$256K Buy
+11,970
New +$238K ﹤0.01% 996
2020
Q4 		– Sell
-25,888
Closed -$296K – 1269
2020
Q3 		$296K Buy
+25,888
New +$289K ﹤0.01% 1025
2020
Q2 		– Sell
-10,883
Closed -$96K – 886
2020
Q1 		$96K Sell
10,883
-4,511
-29% -$63.2K ﹤0.01% 762
2019
Q4 		$266K Buy
15,394
+3,362
+28% +$55.4K 0.01% 668
2019
Q3 		$190K Buy
+12,032
New +$182K 0.01% 546

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

Avantax Advisory Services's RF Position: Q2 2025 in Review

Avantax Advisory Services increased its Regions Financial (RF) stake by 13% in Q2 2025, buying an estimated $190K and bringing the position to 79,477 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #835.

Avantax Advisory Services first reported a position in RF in Q3 2019 and has held it in 18 quarters since. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

  • Avantax Advisory Services held 79,477 shares of Regions Financial worth $1.87M as of Q2 2025.
  • Avantax Advisory Services bought 8,979 Regions Financial shares in Q2 2025, an estimated $190K.
  • Regions Financial made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #835 holding.
  • Avantax Advisory Services first reported a position in Regions Financial in Q3 2019 and has held it in 18 quarters since.
  • 960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.