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Moisand Fitzgerald Tamayo’s Regions Financial RF Stock Holding History

Moisand Fitzgerald Tamayo’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
-1,494
Closed -$35.1K – 610
2024
Q4 		$35.1K Hold
1,494
– – 0.01% 225
2024
Q3 		$34.9K Hold
1,494
– – ﹤0.01% 225
2024
Q2 		$29.9K Hold
1,494
– – ﹤0.01% 213
2024
Q1 		$31.4K Hold
1,494
– – ﹤0.01% 208
2023
Q4 		$29K Hold
1,494
– – 0.01% 223
2023
Q3 		$25.7K Buy
+1,494
New +$28.3K 0.01% 236
2022
Q4 		– Sell
-97
Closed -$2K – 833
2022
Q3 		$2K Buy
+97
New +$2.05K ﹤0.01% 533

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

Moisand Fitzgerald Tamayo's RF Position: Q1 2025 in Review

Moisand Fitzgerald Tamayo sold out of Regions Financial (RF) in Q1 2025, closing a stake of 1,494 shares — an estimated $35.1K sold.

Moisand Fitzgerald Tamayo first reported a position in RF in Q3 2022 and held it in 7 quarters. The position peaked at $35.1K in Q4 2024. 946 funds tracked by Wall St. Rank hold RF as of Q1 2025.

  • Moisand Fitzgerald Tamayo reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 1,494 Regions Financial shares in Q1 2025, an estimated $35.1K.
  • Moisand Fitzgerald Tamayo first reported a position in Regions Financial in Q3 2022 and held it in 7 quarters.
  • Moisand Fitzgerald Tamayo's Regions Financial position peaked at $35.1K in Q4 2024.
  • 946 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2025, filed 22 Apr 2025.