D. Scott Neal’s Regions Financial RF Stock Holding History

D. Scott Neal’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 Q3	$565K	Hold	21,434	–	–	0.26%	31
2025 Q2	$504K	Hold	21,434	–	–	0.25%	32
2025 Q1	$466K	Hold	21,434	–	–	0.26%	32
2024 Q4	$509K	Hold	21,434	–	–	0.28%	31
2024 Q3	$505K	Hold	21,434	–	–	0.27%	32
2024 Q2	$435K	Hold	21,434	–	–	0.24%	40
2024 Q1	$456K	Hold	21,434	–	–	0.3%	38
2023 Q4	$421K	Hold	21,434	–	–	0.37%	36
2023 Q3	$374K	Hold	21,434	–	–	0.32%	38
2023 Q2	$382K	Hold	21,434	–	–	0.29%	39
2023 Q1	$398K	Hold	21,434	–	–	0.22%	41
2022 Q4	$462K	Hold	21,434	–	–	0.22%	38
2022 Q3	$430K	Hold	21,434	–	–	0.18%	36
2022 Q2	$402K	Hold	21,434	–	–	0.17%	37
2022 Q1	$477K	Hold	21,434	–	–	0.19%	39
2021 Q4	$467K	Hold	21,434	–	–	0.18%	37
2021 Q3	$457K	Hold	21,434	–	–	0.19%	28
2021 Q2	$433K	Hold	21,434	–	–	0.2%	28
2021 Q1	$443K	Hold	21,434	–	–	0.2%	26
2020 Q4	$346K	Hold	21,434	–	–	0.17%	28
2020 Q3	$247K	Hold	21,434	–	–	0.14%	33
2020 Q2	$238K	Buy	21,434 +1,434	+7%	+$15.3K	0.15%	33
2020 Q1	$179K	Hold	20,000	–	–	0.11%	34
2019 Q4	$343K	Buy	+20,000	New	+$329K	0.17%	32

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

D. Scott Neal's RF Position: Q3 2025 in Review

D. Scott Neal held its Regions Financial (RF) position steady in Q3 2025 at 21,434 shares worth $565K. The position accounts for 0.26% of the portfolio, ranked #31.

D. Scott Neal first reported a position in RF in Q4 2019 and has held it in 24 quarters since. 1,003 funds tracked by Wall St. Rank hold RF as of Q3 2025.

D. Scott Neal held 21,434 shares of Regions Financial worth $565K as of Q3 2025.
D. Scott Neal left its Regions Financial share count unchanged in Q3 2025.
Regions Financial made up 0.26% of D. Scott Neal's portfolio in Q3 2025, its #31 holding.
D. Scott Neal first reported a position in Regions Financial in Q4 2019 and has held it in 24 quarters since.
1,003 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.