CVA Family Office’s Regions Financial RF Stock Holding History

CVA Family Office’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	$48.1K	Buy	1,842 +763	+71%	+$21.3K	0.01%	606
2025 Q4	$29.2K	Buy	1,079 +1	+0.1%	+$26	﹤0.01%	627
2025 Q3	$28.4K	Buy	1,078 +20	+2%	+$519	﹤0.01%	632
2025 Q2	$24.9K	Buy	1,058 +656	+163%	+$13.9K	﹤0.01%	649
2025 Q1	$8.73K	Sell	402 -293	-42%	-$6.83K	﹤0.01%	822
2024 Q4	$16.3K	Buy	695 +205	+42%	+$5.07K	﹤0.01%	712
2024 Q3	$11.4K	Buy	490 +261	+114%	+$5.7K	﹤0.01%	738
2024 Q2	$4.59K	Buy	229 +149	+186%	+$2.89K	﹤0.01%	840
2024 Q1	$1.68K	Hold	80	–	–	﹤0.01%	949
2023 Q4	$1.55K	Buy	+80	New	+$1.33K	﹤0.01%	932
2023 Q2	–	Sell	-25	Closed	-$464	–	1055
2023 Q1	$464	Sell	25 -2,280	-99%	-$49.6K	﹤0.01%	945
2022 Q4	$49.7K	Sell	2,305 -120	-5%	-$2.6K	0.01%	421
2022 Q3	$49K	Hold	2,425	–	–	0.01%	371
2022 Q2	$45K	Sell	2,425 -40	-2%	-$826	0.01%	389
2022 Q1	$55K	Buy	2,465 +1,990	+419%	+$46.8K	0.01%	380
2021 Q4	$10K	Buy	+475	New	+$10.9K	﹤0.01%	654
2021 Q2	–	Sell	-1,005	Closed	-$21K	–	974
2021 Q1	$21K	Buy	+1,005	New	+$19.6K	0.01%	408

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