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Glass Jacobson Investment Advisors’s Regions Financial RF Stock Holding History

Glass Jacobson Investment Advisors’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
-108
Closed -$2.54K – 781
2025
Q1 		$2.54K Hold
108
– – ﹤0.01% 731
2024
Q4 		$2.54K Hold
108
– – ﹤0.01% 731
2024
Q3 		$2.52K Hold
108
– – ﹤0.01% 677
2024
Q2 		$2.17K Hold
108
– – ﹤0.01% 674
2024
Q1 		$2.27K Hold
108
– – ﹤0.01% 672
2023
Q4 		$2.09K Hold
108
– – ﹤0.01% 647
2023
Q3 		$1.86K Hold
108
– – ﹤0.01% 639
2023
Q2 		$1.93K Buy
+108
New +$1.91K ﹤0.01% 646
2022
Q4 		$2.33K Buy
+108
New +$2.34K ﹤0.01% 660

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Glass Jacobson Investment Advisors's RF Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Regions Financial (RF) in Q2 2025, closing a stake of 108 shares — an estimated $2.54K sold.

Glass Jacobson Investment Advisors first reported a position in RF in Q4 2022 and held it in 9 quarters. The position peaked at $2.54K in Q1 2025. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 108 Regions Financial shares in Q2 2025, an estimated $2.54K.
  • Glass Jacobson Investment Advisors first reported a position in Regions Financial in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's Regions Financial position peaked at $2.54K in Q1 2025.
  • 960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.