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Lane & Associates’s Regions Financial RF Stock Holding History

Lane & Associates’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 		$278K Sell
12,771
-82
-0.6% -$1.91K 0.15% 101
2024
Q4 		$317K Buy
12,853
+273
+2% +$6.75K 0.16% 98
2024
Q3 		$293K Buy
+12,580
New +$275K 0.16% 95

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

Lane & Associates's RF Position: Q1 2025 in Review

Lane & Associates reduced its Regions Financial (RF) stake by 0.64% in Q1 2025, selling an estimated $1.91K and leaving 12,771 shares worth $278K. The position accounts for 0.15% of the portfolio, ranked #101.

Lane & Associates first reported a position in RF in Q3 2024 and has held it in 3 quarters since. The position peaked at $317K in Q4 2024. 947 funds tracked by Wall St. Rank hold RF as of Q1 2025.

  • Lane & Associates held 12,771 shares of Regions Financial worth $278K as of Q1 2025.
  • Lane & Associates sold 82 Regions Financial shares in Q1 2025, an estimated $1.91K.
  • Regions Financial made up 0.15% of Lane & Associates's portfolio in Q1 2025, its #101 holding.
  • Lane & Associates first reported a position in Regions Financial in Q3 2024 and has held it in 3 quarters since.
  • Lane & Associates's Regions Financial position peaked at $317K in Q4 2024.
  • 947 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.