CoreCap Advisors’s Regions Financial RF Stock Holding History

CoreCap Advisors’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 Q2	$40.1K	Sell	1,329 -196	-13%	-$5.5K	﹤0.01%	1496
2026 Q1	$39.9K	Sell	1,525 -697	-31%	-$19.5K	﹤0.01%	1399
2025 Q4	$60.2K	Buy	2,222 +33	+2%	+$843	﹤0.01%	1232
2025 Q3	$57.7K	Buy	2,189 +975	+80%	+$25.3K	﹤0.01%	1255
2025 Q2	$28.6K	Sell	1,214 -134	-10%	-$2.84K	﹤0.01%	1480
2025 Q1	$29.3K	Sell	1,348 -2,152	-61%	-$50.1K	﹤0.01%	1385
2024 Q4	$82.3K	Sell	3,500 -1,037	-23%	-$25.6K	﹤0.01%	995
2024 Q3	$106K	Buy	4,537 +3,272	+259%	+$71.5K	0.01%	885
2024 Q2	$25.4K	Sell	1,265 -943	-43%	-$18.3K	﹤0.01%	832
2024 Q1	$46.5K	Buy	+2,208	New	+$41.8K	﹤0.01%	1146
2022 Q4	$251K	Buy	+11,629	New	+$252K	0.02%	482
2022 Q3	–	Sell	-5,321	Closed	-$100K	–	1732
2022 Q2	$100K	Buy	+5,321	New	+$110K	0.01%	686
2022 Q1	–	Sell	-3,725	Closed	-$81K	–	1727
2021 Q4	$81K	Buy	+3,725	New	+$85.2K	0.01%	836

Other funds holding RF

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return