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Grant Private Wealth Management’s Regions Financial RF Stock Holding History

Grant Private 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
-13,349
Closed -$314K – 165
2025
Q2 		$314K Buy
+13,349
New +$283K 0.18% 54

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Grant Private Wealth Management's RF Position: Q3 2025 in Review

Grant Private Wealth Management sold out of Regions Financial (RF) in Q3 2025, closing a stake of 13,349 shares — an estimated $314K sold.

Grant Private Wealth Management first reported a position in RF in Q2 2025 and held it in 1 quarter. The position peaked at $314K in Q2 2025. 1,004 funds tracked by Wall St. Rank hold RF as of Q3 2025.

  • Grant Private Wealth Management reported no remaining Regions Financial position as of Q3 2025 after selling out during the quarter.
  • Grant Private Wealth Management sold 13,349 Regions Financial shares in Q3 2025, an estimated $314K.
  • Grant Private Wealth Management first reported a position in Regions Financial in Q2 2025 and held it in 1 quarter.
  • Grant Private Wealth Management's Regions Financial position peaked at $314K in Q2 2025.
  • 1,004 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.

Based on Grant Private Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.