FGP
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Freestone Grove Partners’s Regions Financial RF Stock Holding History

Freestone Grove Partners’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
Q4 		– Sell
-1,192,850
Closed -$31.5M – 908
2025
Q3 		$31.5M Buy
+1,192,850
New +$31M 0.23% 151

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JP Morgan Chase
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Charles Schwab
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Freestone Grove Partners's RF Position: Q4 2025 in Review

Freestone Grove Partners sold out of Regions Financial (RF) in Q4 2025, closing a stake of 1,192,850 shares — an estimated $31.5M sold.

Freestone Grove Partners first reported a position in RF in Q3 2025 and held it in 1 quarter. The position peaked at $31.5M in Q3 2025. 1,061 funds tracked by Wall St. Rank hold RF as of Q4 2025.

  • Freestone Grove Partners reported no remaining Regions Financial position as of Q4 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 1,192,850 Regions Financial shares in Q4 2025, an estimated $31.5M.
  • Freestone Grove Partners first reported a position in Regions Financial in Q3 2025 and held it in 1 quarter.
  • Freestone Grove Partners's Regions Financial position peaked at $31.5M in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Regions Financial as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.