Interval Partners’s Regions Financial RF Stock Holding History

Interval Partners’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
2022 Q4	–	Sell	-90,000	Closed	-$1.81M	–	304
2022 Q3	$1.81M	Buy	+90,000	New	+$1.9M	0.08%	209
2019 Q3	–	Sell	-500,000	Closed	-$7.47M	–	254
2019 Q2	$7.47M	Buy	+500,000	New	+$7.38M	0.3%	82

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Interval Partners's RF Position: Q4 2025 in Review

Interval Partners sold out of Regions Financial (RF) in Q4 2025, closing a stake of 786,307 shares — an estimated $20.7M sold.

Interval Partners first reported a position in RF in Q2 2014 and held it in 26 quarters. The position peaked at $29.6M in Q3 2024. 1,061 funds tracked by Wall St. Rank hold RF as of Q4 2025.

Interval Partners reported no remaining Regions Financial position as of Q4 2025 after selling out during the quarter.
Interval Partners sold 786,307 Regions Financial shares in Q4 2025, an estimated $20.7M.
Interval Partners first reported a position in Regions Financial in Q2 2014 and held it in 26 quarters.
Interval Partners's Regions Financial position peaked at $29.6M in Q3 2024.
1,061 funds tracked by Wall St. Rank held Regions Financial as of Q4 2025.

Based on Interval Partners's 13F filing for Q4 2025, filed 17 Feb 2026.