KI
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Kapitalo Investimentos’s Regions Financial RF Stock Holding History

Kapitalo Investimentos’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
-4,177
Closed -$98.2K – 279
2024
Q4 		$98.2K Buy
+4,177
New +$103K 0.07% 163
2023
Q4 		– Sell
-3,348
Closed -$57.6K – 682
2023
Q3 		$57.6K Buy
+3,348
New +$63.4K 0.01% 470
2023
Q2 		– Sell
-6,973
Closed -$129K – 665
2023
Q1 		$129K Buy
+6,973
New +$152K 0.04% 265

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

Kapitalo Investimentos's RF Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Regions Financial (RF) in Q1 2025, closing a stake of 4,177 shares — an estimated $98.2K sold.

Kapitalo Investimentos first reported a position in RF in Q1 2023 and held it in 3 quarters. The position peaked at $129K in Q1 2023. 946 funds tracked by Wall St. Rank hold RF as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 4,177 Regions Financial shares in Q1 2025, an estimated $98.2K.
  • Kapitalo Investimentos first reported a position in Regions Financial in Q1 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Regions Financial position peaked at $129K in Q1 2023.
  • 946 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.