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Fortem Financial Group’s Regions Financial RF Stock Holding History

Fortem Financial Group’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
Q2 		– Sell
-21,435
Closed -$466K – 190
2025
Q1 		$466K Sell
21,435
-7,042
-25% -$164K 0.18% 127
2024
Q4 		$670K Buy
28,477
+700
+3% +$17.3K 0.26% 102
2024
Q3 		$648K Buy
27,777
+1,289
+5% +$28.2K 0.26% 103
2024
Q2 		$531K Buy
26,488
+185
+0.7% +$3.59K 0.23% 104
2024
Q1 		$553K Buy
26,303
+4,841
+23% +$91.5K 0.24% 106
2023
Q4 		$416K Buy
21,462
+75
+0.4% +$1.25K 0.21% 115
2023
Q3 		$368K Buy
21,387
+2,329
+12% +$44.1K 0.22% 114
2023
Q2 		$340K Buy
19,058
+6,104
+47% +$108K 0.2% 121
2023
Q1 		$240K Buy
+12,954
New +$282K 0.16% 132
2021
Q1 		– Sell
-318
Closed -$5K – 379
2020
Q4 		$5K Buy
+318
New +$4.6K ﹤0.01% 405

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fortem Financial Group's RF Position: Q2 2025 in Review

Fortem Financial Group sold out of Regions Financial (RF) in Q2 2025, closing a stake of 21,435 shares — an estimated $466K sold.

Fortem Financial Group first reported a position in RF in Q4 2020 and held it in 10 quarters. The position peaked at $670K in Q4 2024. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

  • Fortem Financial Group reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
  • Fortem Financial Group sold 21,435 Regions Financial shares in Q2 2025, an estimated $466K.
  • Fortem Financial Group first reported a position in Regions Financial in Q4 2020 and held it in 10 quarters.
  • Fortem Financial Group's Regions Financial position peaked at $670K in Q4 2024.
  • 960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on Fortem Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.