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Coppell Advisory Solutions’s Regions Financial RF Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-1,769
Closed -$41.9K – 1507
2024
Q4 		$41.9K Sell
1,769
-44
-2% -$1.09K 0.01% 642
2024
Q3 		$41.8K Buy
1,813
+1,744
+2,528% +$38.1K 0.01% 607
2024
Q2 		$1.38K Buy
+69
New +$1.34K ﹤0.01% 1445
2023
Q4 		$1.34K Sell
69
-2,210
-97% -$36.7K ﹤0.01% 1369
2023
Q3 		$49.1K Buy
2,279
+2,210
+3,203% +$41.9K 0.02% 301
2023
Q2 		$1.22K Buy
+69
New +$1.22K ﹤0.01% 1101
2023
Q1 		– Sell
-2,279
Closed -$49.1K – 868
2022
Q4 		$49.1K Buy
+2,279
New +$49.4K 0.02% 303

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

Coppell Advisory Solutions's RF Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Regions Financial (RF) in Q1 2025, closing a stake of 1,769 shares — an estimated $41.9K sold.

Coppell Advisory Solutions first reported a position in RF in Q4 2022 and held it in 7 quarters. The position peaked at $49.1K in Q3 2023. 946 funds tracked by Wall St. Rank hold RF as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,769 Regions Financial shares in Q1 2025, an estimated $41.9K.
  • Coppell Advisory Solutions first reported a position in Regions Financial in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Regions Financial position peaked at $49.1K in Q3 2023.
  • 946 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.