GKV Capital Management’s Regions Financial RF Stock Holding History

GKV Capital 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 Q2	–	Sell	-5,000	Closed	-$109K	–	154
2025 Q1	$109K	Hold	5,000	–	–	0.05%	92
2024 Q4	$118K	Buy	+5,000	New	+$124K	0.05%	102

Other funds holding RF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

GKV Capital Management's RF Position: Q2 2025 in Review

GKV Capital Management sold out of Regions Financial (RF) in Q2 2025, closing a stake of 5,000 shares — an estimated $109K sold.

GKV Capital Management first reported a position in RF in Q4 2024 and held it in 2 quarters. The position peaked at $118K in Q4 2024. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

GKV Capital Management reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
GKV Capital Management sold 5,000 Regions Financial shares in Q2 2025, an estimated $109K.
GKV Capital Management first reported a position in Regions Financial in Q4 2024 and held it in 2 quarters.
GKV Capital Management's Regions Financial position peaked at $118K in Q4 2024.
960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on GKV Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.