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Carolinas Wealth Consulting’s Regions Financial RF Stock Holding History

Carolinas Wealth Consulting’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
-3,210
Closed -$69.8K – 738
2025
Q1 		$69.8K Sell
3,210
-272
-8% -$6.34K 0.02% 299
2024
Q4 		$82.8K Sell
3,482
-352
-9% -$8.7K 0.02% 282
2024
Q3 		$90.4K Buy
3,834
+1,741
+83% +$38K 0.02% 280
2024
Q2 		$42.4K Buy
2,093
+28
+1% +$543 0.01% 387
2024
Q1 		$43.8K Buy
2,065
+406
+24% +$7.68K 0.01% 395
2023
Q4 		$32.6K Hold
1,659
– – 0.01% 390
2023
Q3 		$24.1K Sell
1,659
-564
-25% -$10.7K 0.01% 404
2023
Q2 		$40.1K Hold
2,223
– – 0.01% 380
2023
Q1 		$41.7K Sell
2,223
-226
-9% -$4.92K 0.01% 388
2022
Q4 		$53.3K Hold
2,449
– – 0.01% 347
2022
Q3 		$50K Sell
2,449
-189
-7% -$3.99K 0.01% 325
2022
Q2 		$50K Hold
2,638
– – 0.01% 330
2022
Q1 		$59K Sell
2,638
-161
-6% -$3.79K 0.01% 328
2021
Q4 		$61K Sell
2,799
-18
-0.6% -$412 0.01% 338
2021
Q3 		$60K Buy
2,817
+22
+0.8% +$438 0.01% 320
2021
Q2 		$57K Sell
2,795
-216
-7% -$4.67K 0.01% 347
2021
Q1 		$63K Sell
3,011
-35
-1% -$684 0.02% 330
2020
Q4 		$50K Buy
3,046
+94
+3% +$1.36K 0.01% 339
2020
Q3 		$34K Buy
2,952
+1,200
+68% +$13.4K 0.01% 334
2020
Q2 		$20K Buy
+1,752
New +$18.6K 0.01% 289

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

Carolinas Wealth Consulting's RF Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Regions Financial (RF) in Q2 2025, closing a stake of 3,210 shares — an estimated $69.8K sold.

Carolinas Wealth Consulting first reported a position in RF in Q2 2020 and held it in 20 quarters. The position peaked at $90.4K in Q3 2024. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3,210 Regions Financial shares in Q2 2025, an estimated $69.8K.
  • Carolinas Wealth Consulting first reported a position in Regions Financial in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Regions Financial position peaked at $90.4K in Q3 2024.
  • 960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.