CGL
RF icon

Clarius Group LLC’s Regions Financial RF Stock Holding History

Clarius Group LLC’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
Q3 		– Sell
-10,471
Closed -$246K – 460
2025
Q2 		$246K Sell
10,471
-1,192
-10% -$25.2K 0.01% 412
2025
Q1 		$253K Sell
11,663
-132
-1% -$3.08K 0.02% 396
2024
Q4 		$277K Hold
11,795
– – 0.02% 339
2024
Q3 		$275K Buy
11,795
+15
+0.1% +$328 0.02% 335
2024
Q2 		$236K Sell
11,780
-1,121
-9% -$21.7K 0.02% 372
2024
Q1 		$271K Buy
12,901
+373
+3% +$7.05K 0.02% 360
2023
Q4 		$243K Sell
12,528
-746
-6% -$12.4K 0.02% 409
2023
Q3 		$228K Sell
13,274
-2,167
-14% -$41K 0.02% 406
2023
Q2 		$275K Buy
15,441
+1,085
+8% +$19.2K 0.02% 413
2023
Q1 		$266K Sell
14,356
-3,183
-18% -$69.3K 0.02% 416
2022
Q4 		$378K Buy
17,539
+430
+3% +$9.32K 0.03% 315
2022
Q3 		$343K Buy
17,109
+1,687
+11% +$35.6K 0.03% 307
2022
Q2 		$289K Buy
15,422
+737
+5% +$15.2K 0.03% 347
2022
Q1 		$320K Hold
14,685
– – 0.03% 343
2021
Q4 		$320K Buy
14,685
+1,528
+12% +$34.9K 0.03% 343
2021
Q3 		$280K Buy
13,157
+109
+0.8% +$2.17K 0.03% 333
2021
Q2 		$263K Buy
13,048
+156
+1% +$3.37K 0.02% 338
2021
Q1 		$266K Buy
12,892
+434
+3% +$8.48K 0.03% 307
2020
Q4 		$201K Buy
+12,458
New +$180K 0.02% 334
2020
Q2 		– Sell
-11,035
Closed -$99K – 293
2020
Q1 		$99K Buy
+11,035
New +$155K 0.02% 247

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Clarius Group LLC's RF Position: Q3 2025 in Review

Clarius Group LLC sold out of Regions Financial (RF) in Q3 2025, closing a stake of 10,471 shares — an estimated $246K sold.

Clarius Group LLC first reported a position in RF in Q1 2020 and held it in 20 quarters. The position peaked at $378K in Q4 2022. 1,004 funds tracked by Wall St. Rank hold RF as of Q3 2025.

  • Clarius Group LLC reported no remaining Regions Financial position as of Q3 2025 after selling out during the quarter.
  • Clarius Group LLC sold 10,471 Regions Financial shares in Q3 2025, an estimated $246K.
  • Clarius Group LLC first reported a position in Regions Financial in Q1 2020 and held it in 20 quarters.
  • Clarius Group LLC's Regions Financial position peaked at $378K in Q4 2022.
  • 1,004 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.

Based on Clarius Group LLC's 13F filing for Q3 2025, filed 14 Oct 2025.