KIM
RF icon

Kestra Investment Management’s Regions Financial RF Stock Holding History

Kestra Investment 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
Q3 		– Sell
-3,349
Closed -$78.8K – 682
2025
Q2 		$78.8K Buy
3,349
+1,495
+81% +$31.6K ﹤0.01% 466
2025
Q1 		$40.3K Buy
+1,854
New +$43.2K ﹤0.01% 484

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Kestra Investment Management's RF Position: Q3 2025 in Review

Kestra Investment Management sold out of Regions Financial (RF) in Q3 2025, closing a stake of 3,349 shares — an estimated $78.8K sold.

Kestra Investment Management first reported a position in RF in Q1 2025 and held it in 2 quarters. The position peaked at $78.8K in Q2 2025. 1,004 funds tracked by Wall St. Rank hold RF as of Q3 2025.

  • Kestra Investment Management reported no remaining Regions Financial position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 3,349 Regions Financial shares in Q3 2025, an estimated $78.8K.
  • Kestra Investment Management first reported a position in Regions Financial in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Regions Financial position peaked at $78.8K in Q2 2025.
  • 1,004 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.