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Capital A Wealth Management’s Regions Financial RF Stock Holding History

Capital A Wealth 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 		$213 Sell
11
-22
-67% -$466 ﹤0.01% 411
2025
Q1 		$717 Buy
33
+13
+65% +$303 ﹤0.01% 576
2024
Q4 		$470 Buy
+20
New +$494 ﹤0.01% 663

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital A Wealth Management's RF Position: Q2 2025 in Review

Capital A Wealth Management reduced its Regions Financial (RF) stake by 67% in Q2 2025, selling an estimated $466 and leaving 11 shares worth $213. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Capital A Wealth Management first reported a position in RF in Q4 2024 and has held it in 3 quarters since. The position peaked at $717 in Q1 2025. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

  • Capital A Wealth Management held 11 shares of Regions Financial worth $213 as of Q2 2025.
  • Capital A Wealth Management sold 22 Regions Financial shares in Q2 2025, an estimated $466.
  • Regions Financial made up ﹤0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #411 holding.
  • Capital A Wealth Management first reported a position in Regions Financial in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Regions Financial position peaked at $717 in Q1 2025.
  • 960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.