JDM Financial Group’s Regions Financial RF Stock Holding History

JDM Financial Group’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 Q2	–	Sell	-46	Closed	-$1K	–	299
2025 Q1	$1K	Hold	46	–	–	﹤0.01%	272
2024 Q4	$1.08K	Hold	46	–	–	﹤0.01%	288
2024 Q3	$1.07K	Buy	+46	New	+$1K	﹤0.01%	302

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

JDM Financial Group's RF Position: Q2 2025 in Review

JDM Financial Group sold out of Regions Financial (RF) in Q2 2025, closing a stake of 46 shares — an estimated $1K sold.

JDM Financial Group first reported a position in RF in Q3 2024 and held it in 3 quarters. The position peaked at $1.08K in Q4 2024. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

JDM Financial Group reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
JDM Financial Group sold 46 Regions Financial shares in Q2 2025, an estimated $1K.
JDM Financial Group first reported a position in Regions Financial in Q3 2024 and held it in 3 quarters.
JDM Financial Group's Regions Financial position peaked at $1.08K in Q4 2024.
960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on JDM Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.