LifeWealth Investments’s Regions Financial RF Stock Holding History

LifeWealth Investments’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	–	Sell	-13,605	Closed	-$320K	–	171
2024 Q4	$320K	Buy	+13,605	New	+$336K	0.21%	103

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Norges Bank Oslo, Norway $1T AUM

LifeWealth Investments's RF Position: Q1 2025 in Review

LifeWealth Investments sold out of Regions Financial (RF) in Q1 2025, closing a stake of 13,605 shares — an estimated $320K sold.

LifeWealth Investments first reported a position in RF in Q4 2024 and held it in 1 quarter. The position peaked at $320K in Q4 2024. 948 funds tracked by Wall St. Rank hold RF as of Q1 2025.

LifeWealth Investments reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 13,605 Regions Financial shares in Q1 2025, an estimated $320K.
LifeWealth Investments first reported a position in Regions Financial in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's Regions Financial position peaked at $320K in Q4 2024.
948 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.