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Lindbrook Capital’s Regions Financial RF Stock Holding History

Lindbrook Capital’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 		$77.8K Buy
3,582
+2,170
+154% +$50.6K 0.01% 782
2024
Q4 		$33.2K Buy
1,412
+21
+2% +$519 ﹤0.01% 994
2024
Q3 		$32.5K Buy
1,391
+272
+24% +$5.95K ﹤0.01% 1023
2024
Q2 		$22.4K Buy
1,119
+569
+103% +$11K ﹤0.01% 1182
2024
Q1 		$11.6K Buy
550
+170
+45% +$3.21K ﹤0.01% 1493
2023
Q4 		$7.36K Sell
380
-437
-53% -$7.25K ﹤0.01% 1697
2023
Q3 		$14.1K Sell
817
-17
-2% -$322 ﹤0.01% 1238
2023
Q2 		$14.9K Hold
834
– – ﹤0.01% 1244
2023
Q1 		$15.5K Sell
834
-762
-48% -$16.6K ﹤0.01% 1197
2022
Q4 		$34.4K Buy
1,596
+49
+3% +$1.06K ﹤0.01% 824
2022
Q3 		$31K Sell
1,547
-36
-2% -$760 0.01% 812
2022
Q2 		$30K Sell
1,583
-542
-26% -$11.2K 0.01% 832
2022
Q1 		$47K Buy
2,125
+603
+40% +$14.2K 0.01% 708
2021
Q4 		$33K Hold
1,522
– – 0.01% 855
2021
Q3 		$32K Buy
1,522
+206
+16% +$4.1K 0.01% 579
2021
Q2 		$27K Hold
1,316
– – 0.01% 676
2021
Q1 		$27K Hold
1,316
– – 0.01% 642
2020
Q4 		$21K Hold
1,316
– – 0.01% 674
2020
Q3 		$15K Hold
1,316
– – ﹤0.01% 715
2020
Q2 		$15K Sell
1,316
-405
-24% -$4.31K ﹤0.01% 718
2020
Q1 		$15K Sell
1,721
-697
-29% -$9.76K 0.01% 643
2019
Q4 		$41K Hold
2,418
– – 0.01% 506
2019
Q3 		$38K Buy
2,418
+386
+19% +$5.83K 0.01% 505
2019
Q2 		$30K Hold
2,032
– – 0.01% 575
2019
Q1 		$28K Hold
2,032
– – 0.01% 588
2018
Q4 		$27K Buy
+2,032
New +$32.6K 0.01% 520

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lindbrook Capital's RF Position: Q1 2025 in Review

Lindbrook Capital increased its Regions Financial (RF) stake by 154% in Q1 2025, buying an estimated $50.6K and bringing the position to 3,582 shares worth $77.8K. The position accounts for 0.01% of the portfolio, ranked #782.

Lindbrook Capital first reported a position in RF in Q4 2018 and has held it in 26 quarters since. 947 funds tracked by Wall St. Rank hold RF as of Q1 2025.

  • Lindbrook Capital held 3,582 shares of Regions Financial worth $77.8K as of Q1 2025.
  • Lindbrook Capital bought 2,170 Regions Financial shares in Q1 2025, an estimated $50.6K.
  • Regions Financial made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #782 holding.
  • Lindbrook Capital first reported a position in Regions Financial in Q4 2018 and has held it in 26 quarters since.
  • 947 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.