MSR
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Main Street Research’s Regions Financial RF Stock Holding History

Main Street Research’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
-1,388,068
Closed -$33M – 119
2024
Q4 		$33M Buy
1,388,068
+32,362
+2% +$800K 2.06% 25
2024
Q3 		$32M Buy
1,355,706
+80,469
+6% +$1.76M 2.01% 26
2024
Q2 		$25.9M Sell
1,275,237
-8,677
-0.7% -$168K 1.71% 35
2024
Q1 		$27.3M Buy
1,283,914
+692,144
+117% +$13.1M 1.86% 29
2023
Q4 		$11.5M Buy
+591,770
New +$9.82M 0.92% 39
2021
Q3 		– Sell
-979,241
Closed -$19.8M – 145
2021
Q2 		$19.8M Buy
+979,241
New +$21.2M 1.59% 34
2018
Q4 		– Sell
-995,966
Closed -$18.3M – 102
2018
Q3 		$18.3M Buy
995,966
+43,968
+5% +$828K 2.62% 11
2018
Q2 		$16.9M Sell
951,998
-17,444
-2% -$327K 2.65% 8
2018
Q1 		$18M Buy
969,442
+32,669
+3% +$619K 2.85% 6
2017
Q4 		$16.2M Buy
936,773
+939
+0.1% +$15K 2.46% 10
2017
Q3 		$14.3M Sell
935,834
-5,140
-0.5% -$73.9K 2.3% 10
2017
Q2 		$13.8M Buy
940,974
+38,224
+4% +$538K 2.25% 10
2017
Q1 		$13.1M Sell
902,750
-2,230
-0.2% -$32.9K 2.3% 8
2016
Q4 		$13M Buy
904,980
+50,570
+6% +$625K 2.53% 5
2016
Q3 		$8.43M Buy
+854,410
New +$8M 1.65% 29

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

Main Street Research's RF Position: Q1 2025 in Review

Main Street Research sold out of Regions Financial (RF) in Q1 2025, closing a stake of 1,388,068 shares — an estimated $33M sold.

Main Street Research first reported a position in RF in Q3 2016 and held it in 15 quarters. The position peaked at $33M in Q4 2024. 947 funds tracked by Wall St. Rank hold RF as of Q1 2025.

  • Main Street Research reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
  • Main Street Research sold 1,388,068 Regions Financial shares in Q1 2025, an estimated $33M.
  • Main Street Research first reported a position in Regions Financial in Q3 2016 and held it in 15 quarters.
  • Main Street Research's Regions Financial position peaked at $33M in Q4 2024.
  • 947 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on Main Street Research's 13F filing for Q1 2025, filed 30 Apr 2025.