Avior Wealth Management’s Regions Financial RF Stock Holding History

Avior Wealth 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 Q1	–	Sell	-191	Closed	-$4.49K	–	1964
2024 Q4	$4.49K	Buy	191 +111	+139%	+$2.74K	﹤0.01%	1893
2024 Q3	$1.87K	Hold	80	–	–	﹤0.01%	1984
2024 Q2	$1.6K	Sell	80 -922	-92%	-$17.9K	﹤0.01%	1972
2024 Q1	$21.1K	Buy	+1,002	New	+$18.9K	﹤0.01%	1583
2021 Q1	–	Sell	-180	Closed	-$2K	–	1117
2020 Q4	$2K	Buy	+180	New	+$2.6K	﹤0.01%	887
2018 Q4	–	Sell	-187	Closed	-$3K	–	749
2018 Q3	$3K	Hold	187	–	–	﹤0.01%	670
2018 Q2	$3K	Hold	187	–	–	﹤0.01%	699
2018 Q1	$3K	Sell	187 -198	-51%	-$3.75K	﹤0.01%	671
2017 Q4	$7K	Buy	385 +187	+94%	+$2.99K	﹤0.01%	628
2017 Q3	$3K	Buy	+198	New	+$2.85K	﹤0.01%	429

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

Avior Wealth Management's RF Position: Q1 2025 in Review

Avior Wealth Management sold out of Regions Financial (RF) in Q1 2025, closing a stake of 191 shares — an estimated $4.49K sold.

Avior Wealth Management first reported a position in RF in Q3 2017 and held it in 10 quarters. The position peaked at $21.1K in Q1 2024. 946 funds tracked by Wall St. Rank hold RF as of Q1 2025.

Avior Wealth Management reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 191 Regions Financial shares in Q1 2025, an estimated $4.49K.
Avior Wealth Management first reported a position in Regions Financial in Q3 2017 and held it in 10 quarters.
Avior Wealth Management's Regions Financial position peaked at $21.1K in Q1 2024.
946 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.