BTC Capital Management’s Regions Financial RF Stock Holding History

BTC Capital 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 Q2	–	Sell	-253,307	Closed	-$5.5M	–	212
2025 Q1	$5.5M	Buy	253,307 +371	+0.1%	+$8.64K	0.5%	64
2024 Q4	$5.95M	Sell	252,936 -5,959	-2%	-$147K	0.55%	60
2024 Q3	$6.04M	Sell	258,895 -17,634	-6%	-$385K	0.54%	60
2024 Q2	$5.54M	Sell	276,529 -1,051	-0.4%	-$20.4K	0.51%	63
2024 Q1	$5.84M	Buy	+277,580	New	+$5.25M	0.53%	65
2023 Q3	$3.71M	Sell	215,419 -2,424	-1%	-$45.9K	0.43%	78
2023 Q2	$3.87M	Buy	+217,843	New	+$3.85M	0.42%	83

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

BTC Capital Management's RF Position: Q2 2025 in Review

BTC Capital Management sold out of Regions Financial (RF) in Q2 2025, closing a stake of 253,307 shares — an estimated $5.5M sold.

BTC Capital Management first reported a position in RF in Q2 2023 and held it in 7 quarters. The position peaked at $6.04M in Q3 2024. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

BTC Capital Management reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
BTC Capital Management sold 253,307 Regions Financial shares in Q2 2025, an estimated $5.5M.
BTC Capital Management first reported a position in Regions Financial in Q2 2023 and held it in 7 quarters.
BTC Capital Management's Regions Financial position peaked at $6.04M in Q3 2024.
960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on BTC Capital Management's 13F filing for Q2 2025, filed 11 Jul 2025.