Jupiter Asset Management’s Regions Financial RF Stock Holding History

Jupiter Asset Management’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	-34,526	Closed	-$812K	–	493
2024 Q4	$812K	Buy	+34,526	New	+$853K	0.01%	342
2023 Q1	–	Sell	-88,572	Closed	-$1.91M	–	485
2022 Q4	$1.91M	Sell	88,572 -644,325	-88%	-$14M	0.03%	314
2022 Q3	$14.7M	Buy	732,897 +113,897	+18%	+$2.4M	0.23%	127
2022 Q2	$11.6M	Buy	619,000 +34,409	+6%	+$710K	0.16%	163
2022 Q1	$13M	Buy	584,591 +331,021	+131%	+$7.79M	0.15%	176
2021 Q4	$5.55M	Sell	253,570 -726,156	-74%	-$16.6M	0.06%	251
2021 Q3	$20.9M	Sell	979,726 -1,965,188	-67%	-$39.1M	0.24%	122
2021 Q2	$59.4M	Sell	2,944,914 -306,950	-9%	-$6.64M	0.61%	41
2021 Q1	$67.2M	Buy	3,251,864 +2,577,118	+382%	+$50.4M	0.66%	32
2020 Q4	$10.9M	Buy	+674,746	New	+$9.76M	0.11%	216
2014 Q2	–	Sell	-240,000	Closed	-$2.67M	–	252
2014 Q1	$2.67M	Buy	+240,000	New	+$2.53M	0.09%	195
2013 Q4	–	Sell	-359,160	Closed	-$3.33M	–	210
2013 Q3	$3.33M	Buy	+359,160	New	+$3.52M	0.15%	135

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

TIM

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

Jupiter Asset Management's RF Position: Q1 2025 in Review

Jupiter Asset Management sold out of Regions Financial (RF) in Q1 2025, closing a stake of 34,526 shares — an estimated $812K sold.

Jupiter Asset Management first reported a position in RF in Q3 2013 and held it in 12 quarters. The position peaked at $67.2M in Q1 2021. 946 funds tracked by Wall St. Rank hold RF as of Q1 2025.

Jupiter Asset Management reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
Jupiter Asset Management sold 34,526 Regions Financial shares in Q1 2025, an estimated $812K.
Jupiter Asset Management first reported a position in Regions Financial in Q3 2013 and held it in 12 quarters.
Jupiter Asset Management's Regions Financial position peaked at $67.2M in Q1 2021.
946 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on Jupiter Asset Management's 13F filing for Q1 2025, filed 9 May 2025.