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IEQ Capital’s Regions Financial RF Stock Holding History

IEQ Capital’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
-21,499
Closed -$506K – 1709
2024
Q4 		$506K Sell
21,499
-13,042
-38% -$322K ﹤0.01% 844
2024
Q3 		$806K Buy
34,541
+1,396
+4% +$30.5K 0.01% 603
2024
Q2 		$664K Buy
33,145
+1,660
+5% +$32.2K 0.01% 576
2024
Q1 		$662K Buy
31,485
+323
+1% +$6.11K 0.01% 548
2023
Q4 		$604K Buy
31,162
+4,647
+18% +$77.1K 0.01% 530
2023
Q3 		$456K Buy
26,515
+6,362
+32% +$121K 0.01% 595
2023
Q2 		$359K Sell
20,153
-9,210
-31% -$163K 0.01% 623
2023
Q1 		$545K Buy
29,363
+1,952
+7% +$42.5K 0.01% 545
2022
Q4 		$591K Buy
27,411
+1,935
+8% +$42K 0.02% 471
2022
Q3 		$511K Buy
25,476
+2,807
+12% +$59.3K 0.01% 521
2022
Q2 		$425K Sell
22,669
-804
-3% -$16.6K 0.01% 516
2022
Q1 		$523K Buy
23,473
+1,872
+9% +$44K 0.01% 489
2021
Q4 		$471K Buy
21,601
+504
+2% +$11.5K 0.01% 470
2021
Q3 		$450K Buy
21,097
+6,661
+46% +$133K 0.01% 464
2021
Q2 		$291K Buy
14,436
+1,535
+12% +$33.2K 0.01% 469
2021
Q1 		$267K Buy
+12,901
New +$252K 0.01% 392
2020
Q4 		– Sell
-12,206
Closed -$141K – 355
2020
Q3 		$141K Buy
+12,206
New +$136K 0.01% 375
2020
Q2 		– Sell
-20,424
Closed -$183K – 389
2020
Q1 		$183K Buy
20,424
+7,755
+61% +$109K 0.01% 342
2019
Q4 		$217K Buy
+12,669
New +$209K 0.02% 372

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

IEQ Capital's RF Position: Q1 2025 in Review

IEQ Capital sold out of Regions Financial (RF) in Q1 2025, closing a stake of 21,499 shares — an estimated $506K sold.

IEQ Capital first reported a position in RF in Q4 2019 and held it in 19 quarters. The position peaked at $806K in Q3 2024. 946 funds tracked by Wall St. Rank hold RF as of Q1 2025.

  • IEQ Capital reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
  • IEQ Capital sold 21,499 Regions Financial shares in Q1 2025, an estimated $506K.
  • IEQ Capital first reported a position in Regions Financial in Q4 2019 and held it in 19 quarters.
  • IEQ Capital's Regions Financial position peaked at $806K in Q3 2024.
  • 946 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on IEQ Capital's 13F filing for Q1 2025, filed 14 May 2025.