Convergence Investment Partners’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-73,904
| Closed | -$1.74M | – | 298 |
|
|
2024
Q4 | $1.74M | Buy |
73,904
+29,344
| +66% | +$725K | 0.39% | 84 |
|
|
2024
Q3 | $1.04M | Buy |
+44,560
| New | +$974K | 0.28% | 120 |
|
|
2023
Q2 | – | Sell |
-43,307
| Closed | -$804K | – | 194 |
|
|
2023
Q1 | $804K | Buy |
+43,307
| New | +$943K | 0.47% | 75 |
|
|
2022
Q4 | – | Sell |
-9,096
| Closed | -$183K | – | 241 |
|
|
2022
Q3 | $183K | Buy |
+9,096
| New | +$192K | 0.12% | 167 |
|
|
2021
Q2 | – | Sell |
-7,511
| Closed | -$155K | – | 277 |
|
|
2021
Q1 | $155K | Buy |
+7,511
| New | +$147K | 0.07% | 231 |
|
|
2020
Q3 | – | Sell |
-51,641
| Closed | -$574K | – | 266 |
|
|
2020
Q2 | $574K | Sell |
51,641
-82,781
| -62% | -$881K | 0.2% | 167 |
|
|
2020
Q1 | $1.21M | Sell |
134,422
-6,550
| -5% | -$91.8K | 0.53% | 55 |
|
|
2019
Q4 | $2.42M | Buy |
140,972
+26,514
| +23% | +$437K | 0.69% | 46 |
|
|
2019
Q3 | $1.81M | Sell |
114,458
-24,651
| -18% | -$373K | 0.5% | 57 |
|
|
2019
Q2 | $2.08M | Buy |
139,109
+1,223
| +0.9% | +$18.1K | 0.5% | 63 |
|
|
2019
Q1 | $1.95M | Buy |
137,886
+12,148
| +10% | +$186K | 0.43% | 79 |
|
|
2018
Q4 | $1.68M | Buy |
125,738
+39,477
| +46% | +$634K | 0.39% | 93 |
|
|
2018
Q3 | $1.58M | Sell |
86,261
-112,154
| -57% | -$2.11M | 0.32% | 117 |
|
|
2018
Q2 | $3.53M | Buy |
198,415
+100,943
| +104% | +$1.89M | 0.49% | 75 |
|
|
2018
Q1 | $1.81M | Buy |
97,472
+24,684
| +34% | +$468K | 0.24% | 147 |
|
|
2017
Q4 | $1.26M | Sell |
72,788
-61,542
| -46% | -$984K | 0.17% | 214 |
|
|
2017
Q3 | $2.05M | Sell |
134,330
-30,643
| -19% | -$441K | 0.29% | 135 |
|
|
2017
Q2 | $2.42M | Sell |
164,973
-88,512
| -35% | -$1.25M | 0.35% | 105 |
|
|
2017
Q1 | $3.68M | Sell |
253,485
-208,917
| -45% | -$3.08M | 0.52% | 53 |
|
|
2016
Q4 | $6.64M | Sell |
462,402
-2,772
| -0.6% | -$34.3K | 0.92% | 9 |
|
|
2016
Q3 | $4.59M | Sell |
465,174
-179,883
| -28% | -$1.68M | 0.68% | 27 |
|
|
2016
Q2 | $5.49M | Buy |
645,057
+181,169
| +39% | +$1.64M | 0.76% | 19 |
|
|
2016
Q1 | $3.64M | Buy |
+463,888
| New | +$3.73M | 0.43% | 85 |
|
|
2014
Q1 | – | Sell |
-315,370
| Closed | -$3.12M | – | 422 |
|
|
2013
Q4 | $3.12M | Buy |
315,370
+40,275
| +15% | +$388K | 0.51% | 49 |
|
|
2013
Q3 | $2.55M | Buy |
275,095
+30,848
| +13% | +$302K | 0.54% | 46 |
|
|
2013
Q2 | $2.33M | Buy |
+244,247
| New | +$2.13M | 0.6% | 36 |
|
Other funds holding RF
TIM
Convergence Investment Partners's RF Position: Q1 2025 in Review
Convergence Investment Partners sold out of Regions Financial (RF) in Q1 2025, closing a stake of 73,904 shares — an estimated $1.74M sold.
Convergence Investment Partners first reported a position in RF in Q2 2013 and held it in 26 quarters. The position peaked at $6.64M in Q4 2016. 946 funds tracked by Wall St. Rank hold RF as of Q1 2025.
- Convergence Investment Partners reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
- Convergence Investment Partners sold 73,904 Regions Financial shares in Q1 2025, an estimated $1.74M.
- Convergence Investment Partners first reported a position in Regions Financial in Q2 2013 and held it in 26 quarters.
- Convergence Investment Partners's Regions Financial position peaked at $6.64M in Q4 2016.
- 946 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.
Based on Convergence Investment Partners's 13F filing for Q1 2025, filed 6 May 2025.