Curi RMB Capital’s Regions Financial RF Stock Holding History

Curi RMB Capital’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	–	Sell	-7,594	Closed	-$204K	–	940
2025 Q4	$204K	Buy	+7,594	New	+$194K	﹤0.01%	846
2023 Q1	–	Sell	-22,488	Closed	-$485K	–	500
2022 Q4	$485K	Hold	22,488	–	–	0.02%	368
2022 Q3	$451K	Hold	22,488	–	–	0.02%	367
2022 Q2	$422K	Buy	22,488 +88	+0.4%	+$1.82K	0.01%	372
2022 Q1	$499K	Sell	22,400 -600	-3%	-$14.1K	0.02%	333
2021 Q4	$501K	Hold	23,000	–	–	0.02%	354
2021 Q3	$490K	Hold	23,000	–	–	0.02%	348
2021 Q2	$464K	Hold	23,000	–	–	0.02%	360
2021 Q1	$475K	Buy	+23,000	New	+$450K	0.02%	356
2019 Q2	–	Sell	-39	Closed	-$1K	–	815
2019 Q1	$1K	Sell	39 -80	-67%	-$1.23K	﹤0.01%	774
2018 Q4	$2K	Buy	+119	New	+$1.91K	﹤0.01%	887
2018 Q3	–	Sell	-95	Closed	-$2K	–	952
2018 Q2	$2K	Buy	+95	New	+$1.78K	﹤0.01%	893

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