Covestor’s Regions Financial RF Stock Holding History

Covestor’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	$41K	Sell	1,584 -160	-9%	-$4.47K	0.03%	817
2025 Q4	$47K	Sell	1,744 -1,222	-41%	-$31.2K	0.02%	930
2025 Q3	$78K	Sell	2,966 -1,614	-35%	-$41.9K	0.04%	702
2025 Q2	$108K	Buy	4,580 +1,607	+54%	+$34K	0.06%	515
2025 Q1	$64K	Sell	2,973 -82	-3%	-$1.91K	0.04%	740
2024 Q4	$72K	Sell	3,055 -747	-20%	-$18.5K	0.05%	703
2024 Q3	$88K	Sell	3,802 -814	-18%	-$17.8K	0.06%	606
2024 Q2	$93K	Sell	4,616 -824	-15%	-$16K	0.06%	536
2024 Q1	$115K	Sell	5,440 -550	-9%	-$10.4K	0.07%	445
2023 Q4	$116K	Buy	5,990 +2,484	+71%	+$41.2K	0.08%	400
2023 Q3	$60K	Sell	3,506 -795	-18%	-$15.1K	0.05%	683
2023 Q2	$77K	Buy	4,301 +3,091	+255%	+$54.6K	0.06%	588
2023 Q1	$22K	Sell	1,210 -1,504	-55%	-$32.7K	0.02%	973
2022 Q4	$59K	Sell	2,714 -1,826	-40%	-$39.6K	0.05%	660
2022 Q3	$91K	Buy	4,540 +788	+21%	+$16.6K	0.08%	399
2022 Q2	$70K	Sell	3,752 -3	-0.1%	-$62	0.06%	604
2022 Q1	$84K	Buy	3,755 +1,769	+89%	+$41.6K	0.06%	614
2021 Q4	$43K	Buy	+1,986	New	+$45.4K	0.06%	632

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