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Caerus Investment Advisors’s Regions Financial RF Stock Holding History

Caerus Investment 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
Q4 		– Sell
-13,025
Closed -$343K – 358
2025
Q3 		$343K Buy
+13,025
New +$338K 0.14% 174

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caerus Investment Advisors's RF Position: Q4 2025 in Review

Caerus Investment Advisors sold out of Regions Financial (RF) in Q4 2025, closing a stake of 13,025 shares — an estimated $343K sold.

Caerus Investment Advisors first reported a position in RF in Q3 2025 and held it in 1 quarter. The position peaked at $343K in Q3 2025. 1,067 funds tracked by Wall St. Rank hold RF as of Q4 2025.

  • Caerus Investment Advisors reported no remaining Regions Financial position as of Q4 2025 after selling out during the quarter.
  • Caerus Investment Advisors sold 13,025 Regions Financial shares in Q4 2025, an estimated $343K.
  • Caerus Investment Advisors first reported a position in Regions Financial in Q3 2025 and held it in 1 quarter.
  • Caerus Investment Advisors's Regions Financial position peaked at $343K in Q3 2025.
  • 1,067 funds tracked by Wall St. Rank held Regions Financial as of Q4 2025.

Based on Caerus Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.