GLOBALT Investments’s Regions Financial RF Stock Holding History

GLOBALT Investments’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 Q4	–	Sell	-11,629	Closed	-$307K	–	214
2025 Q3	$307K	Buy	+11,629	New	+$302K	0.01%	192

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 $3.38T AUM 44.17% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

GLOBALT Investments's RF Position: Q4 2025 in Review

GLOBALT Investments sold out of Regions Financial (RF) in Q4 2025, closing a stake of 11,629 shares — an estimated $307K sold.

GLOBALT Investments first reported a position in RF in Q3 2025 and held it in 1 quarter. The position peaked at $307K in Q3 2025. 1,067 funds tracked by Wall St. Rank hold RF as of Q4 2025.

GLOBALT Investments reported no remaining Regions Financial position as of Q4 2025 after selling out during the quarter.
GLOBALT Investments sold 11,629 Regions Financial shares in Q4 2025, an estimated $307K.
GLOBALT Investments first reported a position in Regions Financial in Q3 2025 and held it in 1 quarter.
GLOBALT Investments's Regions Financial position peaked at $307K in Q3 2025.
1,067 funds tracked by Wall St. Rank held Regions Financial as of Q4 2025.

Based on GLOBALT Investments's 13F filing for Q4 2025, filed 6 Feb 2026.