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Legacy Investment Solutions’s Regions Financial RF Stock Holding History

Legacy Investment Solutions’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
Q2 		$37.8K Buy
+1,605
New +$34K 0.02% 177
2024
Q4 		$39.2K Hold
1,605
– – 0.03% 142
2024
Q3 		$41.9K Buy
+1,605
New +$35.1K 0.02% 130

Other funds holding RF

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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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Investment Solutions's RF Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Regions Financial (RF) in Q2 2025: 1,605 shares worth $37.8K. The stake represents 0.02% of the portfolio and ranks #177 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in RF as recently as Q4 2024.

Legacy Investment Solutions first reported a position in RF in Q3 2024 and has held it in 3 quarters since. The position peaked at $41.9K in Q3 2024. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

  • Legacy Investment Solutions held 1,605 shares of Regions Financial worth $37.8K as of Q2 2025.
  • Regions Financial was a new Legacy Investment Solutions position in Q2 2025.
  • Regions Financial made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #177 holding.
  • Legacy Investment Solutions first reported a position in Regions Financial in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Regions Financial position peaked at $41.9K in Q3 2024.
  • 960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.