HBT
RF icon

Heartland Bank & Trust’s Regions Financial RF Stock Holding History

Heartland Bank & Trust’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
Q1 		– Sell
-11,433
Closed -$269K – 183
2024
Q4 		$269K Sell
11,433
-307
-3% -$7.59K 0.15% 127
2024
Q3 		$274K Buy
11,740
+1,284
+12% +$28.1K 0.15% 135
2024
Q2 		$210K Buy
10,456
+455
+5% +$8.82K 0.12% 143
2024
Q1 		$210K Buy
+10,001
New +$189K 0.12% 141
2023
Q4 		– Sell
-11,099
Closed -$191K – 134
2023
Q3 		$191K Buy
11,099
+171
+2% +$3.24K 0.15% 130
2023
Q2 		$195K Sell
10,928
-788
-7% -$13.9K 0.15% 128
2023
Q1 		$217K Buy
11,716
+835
+8% +$18.2K 0.16% 130
2022
Q4 		$235K Buy
+10,881
New +$236K 0.17% 118

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

Heartland Bank & Trust's RF Position: Q1 2025 in Review

Heartland Bank & Trust sold out of Regions Financial (RF) in Q1 2025, closing a stake of 11,433 shares — an estimated $269K sold.

Heartland Bank & Trust first reported a position in RF in Q4 2022 and held it in 8 quarters. The position peaked at $274K in Q3 2024. 946 funds tracked by Wall St. Rank hold RF as of Q1 2025.

  • Heartland Bank & Trust reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
  • Heartland Bank & Trust sold 11,433 Regions Financial shares in Q1 2025, an estimated $269K.
  • Heartland Bank & Trust first reported a position in Regions Financial in Q4 2022 and held it in 8 quarters.
  • Heartland Bank & Trust's Regions Financial position peaked at $274K in Q3 2024.
  • 946 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on Heartland Bank & Trust's 13F filing for Q1 2025, filed 22 Apr 2025.