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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Garde Capital's RF Position: Q3 2025 in Review

Garde Capital sold out of Regions Financial (RF) in Q3 2025, closing a stake of 5 shares — an estimated $118 sold.

Garde Capital first reported a position in RF in Q1 2018 and held it in 13 quarters. The position peaked at $272K in Q3 2018. 1,004 funds tracked by Wall St. Rank hold RF as of Q3 2025.

Garde Capital reported no remaining Regions Financial position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 5 Regions Financial shares in Q3 2025, an estimated $118.
Garde Capital first reported a position in Regions Financial in Q1 2018 and held it in 13 quarters.
Garde Capital's Regions Financial position peaked at $272K in Q3 2018.
1,004 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.