Continuum Advisory’s Regions Financial RF Stock Holding History

Continuum Advisory’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
2026 Q1	$236K	Hold	9,021	–	–	0.02%	410
2025 Q4	$244K	Sell	9,021 -65	-0.7%	-$1.66K	0.02%	404
2025 Q3	$240K	Buy	9,086 +390	+4%	+$10.1K	0.03%	395
2025 Q2	$205K	Sell	8,696 -17	-0.2%	-$360	0.02%	404
2025 Q1	$189K	Buy	8,713 +65	+0.8%	+$1.51K	0.02%	401
2024 Q4	$203K	Buy	8,648 +345	+4%	+$8.53K	0.03%	384
2024 Q3	$218K	Sell	8,303 -28	-0.3%	-$612	0.03%	379
2024 Q2	$167K	Buy	8,331 +195	+2%	+$3.78K	0.02%	394
2024 Q1	$161K	Buy	+8,136	New	+$154K	0.02%	405

Other funds holding RF

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return