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Marshall & Sterling Wealth Advisors’s Regions Financial RF Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-389
Closed -$10.3K – 562
2025
Q3 		$10.3K Hold
389
– – 0.01% 338
2025
Q2 		$9.15K Buy
389
+1
+0.3% +$21 0.01% 347
2025
Q1 		$8.43K Buy
+388
New +$9.04K 0.01% 351

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's RF Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Regions Financial (RF) in Q4 2025, closing a stake of 389 shares — an estimated $10.3K sold.

Marshall & Sterling Wealth Advisors first reported a position in RF in Q1 2025 and held it in 3 quarters. The position peaked at $10.3K in Q3 2025. 1,067 funds tracked by Wall St. Rank hold RF as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Regions Financial position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 389 Regions Financial shares in Q4 2025, an estimated $10.3K.
  • Marshall & Sterling Wealth Advisors first reported a position in Regions Financial in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Regions Financial position peaked at $10.3K in Q3 2025.
  • 1,067 funds tracked by Wall St. Rank held Regions Financial as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.