GFPC
RF icon

Global Financial Private Client’s Regions Financial RF Stock Holding History

Global Financial Private Client’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
-872
Closed -$18.9K – 1283
2025
Q1 		$18.9K Buy
872
+48
+6% +$1.12K 0.01% 457
2024
Q4 		$19.4K Buy
824
+34
+4% +$840 0.01% 436
2024
Q3 		$18.4K Buy
+790
New +$17.3K 0.01% 442
2024
Q2 		– Sell
-71
Closed -$1.46K – 712
2024
Q1 		$1.46K Buy
+71
New +$1.34K ﹤0.01% 616
2020
Q3 		– Sell
-1,159
Closed -$12.9K – 502
2020
Q2 		$12.3K Buy
1,159
+341
+42% +$3.63K 0.01% 322
2020
Q1 		$6.79K Hold
818
– – 0.01% 376
2019
Q4 		$14K Buy
+818
New +$13.5K 0.01% 358

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

Global Financial Private Client's RF Position: Q2 2025 in Review

Global Financial Private Client sold out of Regions Financial (RF) in Q2 2025, closing a stake of 872 shares — an estimated $18.9K sold.

Global Financial Private Client first reported a position in RF in Q4 2019 and held it in 7 quarters. The position peaked at $19.4K in Q4 2024. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

  • Global Financial Private Client reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 872 Regions Financial shares in Q2 2025, an estimated $18.9K.
  • Global Financial Private Client first reported a position in Regions Financial in Q4 2019 and held it in 7 quarters.
  • Global Financial Private Client's Regions Financial position peaked at $19.4K in Q4 2024.
  • 960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.