FIM
RF icon

Freedom Investment Management’s Regions Financial RF Stock Holding History

Freedom Investment Management’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 		– Sell
-9,735
Closed -$229K – 561
2025
Q2 		$229K Buy
+9,735
New +$206K 0.02% 673
2023
Q3 		– Sell
-21,877
Closed -$390K – 746
2023
Q2 		$390K Buy
21,877
+4,079
+23% +$72K 0.04% 468
2023
Q1 		$330K Sell
17,798
-8,718
-33% -$190K 0.04% 523
2022
Q4 		$572K Sell
26,516
-3,722
-12% -$80.7K 0.06% 371
2022
Q3 		$607K Sell
30,238
-1,883
-6% -$39.8K 0.07% 355
2022
Q2 		$602K Buy
32,121
+7,854
+32% +$162K 0.06% 387
2022
Q1 		$540K Buy
24,267
+3,385
+16% +$79.7K 0.05% 450
2021
Q4 		$455K Sell
20,882
-1,523
-7% -$34.8K 0.03% 553
2021
Q3 		$477K Sell
22,405
-1,956
-8% -$38.9K 0.04% 515
2021
Q2 		$492K Buy
24,361
+3,430
+16% +$74.2K 0.04% 540
2021
Q1 		$432K Sell
20,931
-3,483
-14% -$68.1K 0.03% 579
2020
Q4 		$394K Buy
+24,414
New +$353K 0.04% 400
2019
Q2 		– Sell
-10,446
Closed -$148K – 727
2019
Q1 		$148K Sell
10,446
-5,353
-34% -$82K 0.01% 647
2018
Q4 		$211K Sell
15,799
-726
-4% -$11.7K 0.02% 689
2018
Q3 		$325K Buy
+16,525
New +$311K 0.02% 679
2017
Q4 		– Sell
-15,203
Closed -$232K – 1167
2017
Q3 		$232K Buy
15,203
+934
+7% +$13.4K 0.01% 958
2017
Q2 		$209K Buy
14,269
+2,689
+23% +$37.9K 0.01% 969
2017
Q1 		$168K Buy
+11,580
New +$171K 0.01% 993

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Freedom Investment Management's RF Position: Q3 2025 in Review

Freedom Investment Management sold out of Regions Financial (RF) in Q3 2025, closing a stake of 9,735 shares — an estimated $229K sold.

Freedom Investment Management first reported a position in RF in Q1 2017 and held it in 18 quarters. The position peaked at $607K in Q3 2022. 1,004 funds tracked by Wall St. Rank hold RF as of Q3 2025.

  • Freedom Investment Management reported no remaining Regions Financial position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 9,735 Regions Financial shares in Q3 2025, an estimated $229K.
  • Freedom Investment Management first reported a position in Regions Financial in Q1 2017 and held it in 18 quarters.
  • Freedom Investment Management's Regions Financial position peaked at $607K in Q3 2022.
  • 1,004 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.