Garde Capital’s Regions Financial RF Stock Holding History

Garde Capital’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	-5	Closed	-$118	–	673
2025 Q2	$118	Hold	5	–	–	﹤0.01%	809
2025 Q1	$109	Buy	+5	New	+$116	﹤0.01%	804
2020 Q4	–	Sell	-13,121	Closed	-$151K	–	254
2020 Q3	$151K	Hold	13,121	–	–	0.02%	166
2020 Q2	$146K	Hold	13,121	–	–	0.02%	144
2020 Q1	$118K	Hold	13,121	–	–	0.02%	121
2019 Q4	$225K	Hold	13,121	–	–	0.03%	125
2019 Q3	$208K	Hold	13,121	–	–	0.03%	135
2019 Q2	$196K	Sell	13,121 -3,361	-20%	-$49.6K	0.03%	142
2019 Q1	$233K	Buy	16,482 +3,361	+26%	+$51.5K	0.04%	123
2018 Q4	$176K	Sell	13,121 -3,406	-21%	-$54.7K	0.03%	159
2018 Q3	$272K	Buy	16,527 +3,406	+26%	+$64.1K	0.05%	149
2018 Q2	$233K	Hold	13,121	–	–	0.04%	156
2018 Q1	$244K	Buy	+13,121	New	+$249K	0.04%	146

Other funds holding RF

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

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

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