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Gitterman Wealth Management’s Regions Financial RF Stock Holding History

Gitterman Wealth 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
-1,101
Closed -$25.9K – 287
2025
Q2 		$25.9K Sell
1,101
-9,332
-89% -$198K 0.01% 306
2025
Q1 		$227K Buy
+10,433
New +$243K 0.06% 103

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Gitterman Wealth Management's RF Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Regions Financial (RF) in Q3 2025, closing a stake of 1,101 shares — an estimated $25.9K sold.

Gitterman Wealth Management first reported a position in RF in Q1 2025 and held it in 2 quarters. The position peaked at $227K in Q1 2025. 1,003 funds tracked by Wall St. Rank hold RF as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Regions Financial position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,101 Regions Financial shares in Q3 2025, an estimated $25.9K.
  • Gitterman Wealth Management first reported a position in Regions Financial in Q1 2025 and held it in 2 quarters.
  • Gitterman Wealth Management's Regions Financial position peaked at $227K in Q1 2025.
  • 1,003 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.