Betterment LLC’s Regions Financial RF Stock Holding History

Betterment LLC’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	-11,931	Closed	-$259K	–	502
2025 Q1	$259K	Buy	+11,931	New	+$278K	﹤0.01%	420

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

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

Norges Bank Oslo, Norway $935B AUM

Betterment LLC's RF Position: Q2 2025 in Review

Betterment LLC sold out of Regions Financial (RF) in Q2 2025, closing a stake of 11,931 shares — an estimated $259K sold.

Betterment LLC first reported a position in RF in Q1 2025 and held it in 1 quarter. The position peaked at $259K in Q1 2025. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

Betterment LLC reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
Betterment LLC sold 11,931 Regions Financial shares in Q2 2025, an estimated $259K.
Betterment LLC first reported a position in Regions Financial in Q1 2025 and held it in 1 quarter.
Betterment LLC's Regions Financial position peaked at $259K in Q1 2025.
960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on Betterment LLC's 13F filing for Q2 2025, filed 14 Aug 2025.