LGT Financial Advisors’s Regions Financial RF Stock Holding History

LGT Financial Advisors’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	-131	Closed	-$3.08K	–	592
2025 Q2	$3.08K	Buy	+131	New	+$2.77K	0.01%	334

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LGT Financial Advisors's RF Position: Q3 2025 in Review

LGT Financial Advisors sold out of Regions Financial (RF) in Q3 2025, closing a stake of 131 shares — an estimated $3.08K sold.

LGT Financial Advisors first reported a position in RF in Q2 2025 and held it in 1 quarter. The position peaked at $3.08K in Q2 2025. 1,004 funds tracked by Wall St. Rank hold RF as of Q3 2025.

LGT Financial Advisors reported no remaining Regions Financial position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 131 Regions Financial shares in Q3 2025, an estimated $3.08K.
LGT Financial Advisors first reported a position in Regions Financial in Q2 2025 and held it in 1 quarter.
LGT Financial Advisors's Regions Financial position peaked at $3.08K in Q2 2025.
1,004 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.