Bruce G. Allen Investments’s Regions Financial RF Stock Holding History

Bruce G. Allen Investments’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
2026 Q1	$65.5K	Sell	2,507 -1,738	-41%	-$48.5K	0.04%	218
2025 Q4	$115K	Buy	4,245 +733	+21%	+$18.7K	0.08%	138
2025 Q3	$92.6K	Sell	3,512 -88	-2%	-$2.29K	0.07%	175
2025 Q2	$84.7K	Sell	3,600 -41	-1%	-$868	0.06%	177
2025 Q1	$79.1K	Buy	3,641 +571	+19%	+$13.3K	0.06%	172
2024 Q4	$72.2K	Buy	3,070 +678	+28%	+$16.8K	0.06%	194
2024 Q3	$55.8K	Buy	2,392 +1,483	+163%	+$32.4K	0.04%	242
2024 Q2	$18.2K	Sell	909 -24	-3%	-$465	0.02%	377
2024 Q1	$19.6K	Buy	933 +463	+99%	+$8.76K	0.02%	384
2023 Q4	$9.11K	Buy	+470	New	+$7.8K	0.01%	492

Other funds holding RF

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return