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Grey Fox Wealth Advisors’s Regions Financial RF Stock Holding History

Grey Fox Wealth 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
Q4 		– Sell
-611
Closed -$16.3K – 494
2025
Q3 		$16.3K Buy
+611
New +$15.9K ﹤0.01% 359
2023
Q2 		– Sell
-2,438
Closed -$45.4K – 418
2023
Q1 		$45.4K Buy
2,438
+1,894
+348% +$41.2K 0.03% 194
2022
Q4 		$11.7K Buy
+544
New +$11.8K 0.01% 276

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Grey Fox Wealth Advisors's RF Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Regions Financial (RF) in Q4 2025, closing a stake of 611 shares — an estimated $16.3K sold.

Grey Fox Wealth Advisors first reported a position in RF in Q4 2022 and held it in 3 quarters. The position peaked at $45.4K in Q1 2023. 1,061 funds tracked by Wall St. Rank hold RF as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Regions Financial position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 611 Regions Financial shares in Q4 2025, an estimated $16.3K.
  • Grey Fox Wealth Advisors first reported a position in Regions Financial in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Regions Financial position peaked at $45.4K in Q1 2023.
  • 1,061 funds tracked by Wall St. Rank held Regions Financial as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.