Bellwether Advisors’s Regions Financial RF Stock Holding History

Bellwether 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	–	Hold	0	–	–	–	598
2025 Q1	–	Hold	0	–	–	–	513
2024 Q4	–	Hold	0	–	–	–	513
2022 Q2	–	Sell	-412	Closed	-$9K	–	541
2022 Q1	$9K	Hold	412	–	–	﹤0.01%	321
2021 Q4	$8K	Hold	412	–	–	﹤0.01%	352
2021 Q3	$8K	Buy	+412	New	+$8.2K	﹤0.01%	326

Other funds holding RF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bellwether Advisors's RF Position: Q2 2025 in Review

Bellwether Advisors held its Regions Financial (RF) position steady in Q2 2025 at 0 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Bellwether Advisors first reported a position in RF in Q3 2021 and has held it in 3 quarters since. The position peaked at $9K in Q1 2022. 961 funds tracked by Wall St. Rank hold RF as of Q2 2025.

Bellwether Advisors held 0 shares of Regions Financial worth $3 as of Q2 2025.
Bellwether Advisors left its Regions Financial share count unchanged in Q2 2025.
Regions Financial made up ﹤0.01% of Bellwether Advisors's portfolio in Q2 2025, its #598 holding.
Bellwether Advisors first reported a position in Regions Financial in Q3 2021 and has held it in 3 quarters since.
Bellwether Advisors's Regions Financial position peaked at $9K in Q1 2022.
961 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on Bellwether Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.