Kovitz Investment Group Partners
RF icon

Kovitz Investment Group Partners’s Regions Financial RF Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-21,945
Closed -$583K – 1127
2025
Q3 		$583K Buy
21,945
+2,985
+16% +$77.5K ﹤0.01% 986
2025
Q2 		$446K Sell
18,960
-352
-2% -$7.45K ﹤0.01% 1014
2025
Q1 		$420K Sell
19,312
-1,181
-6% -$27.5K ﹤0.01% 955
2024
Q4 		$482K Buy
20,493
+1,076
+6% +$26.6K ﹤0.01% 904
2024
Q3 		$58.6K Buy
+19,417
New +$424K ﹤0.01% 1004

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Wellington Management Group
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Kovitz Investment Group Partners's RF Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Regions Financial (RF) in Q4 2025, closing a stake of 21,945 shares — an estimated $583K sold.

Kovitz Investment Group Partners first reported a position in RF in Q3 2024 and held it in 5 quarters. The position peaked at $583K in Q3 2025. 1,066 funds tracked by Wall St. Rank hold RF as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Regions Financial position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 21,945 Regions Financial shares in Q4 2025, an estimated $583K.
  • Kovitz Investment Group Partners first reported a position in Regions Financial in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Regions Financial position peaked at $583K in Q3 2025.
  • 1,066 funds tracked by Wall St. Rank held Regions Financial as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.