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Morningstar Investment Management’s Regions Financial RF Stock Holding History

Morningstar Investment Management’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
Q3 		– Sell
-12,190
Closed -$287K – 518
2025
Q2 		$287K Buy
12,190
+1,812
+17% +$38.4K 0.03% 169
2025
Q1 		$226K Sell
10,378
-1,358
-12% -$31.6K 0.02% 70
2024
Q4 		$276K Sell
11,736
-27,984
-70% -$691K 0.02% 169
2024
Q3 		$947K Sell
39,720
-27,835
-41% -$608K 0.09% 94
2024
Q2 		$1.35M Sell
67,555
-7,323
-10% -$142K 0.14% 68
2024
Q1 		$1.57M Buy
74,878
+22,783
+44% +$431K 0.17% 61
2023
Q4 		$1.01M Buy
+52,095
New +$865K 0.12% 83

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morningstar Investment Management's RF Position: Q3 2025 in Review

Morningstar Investment Management sold out of Regions Financial (RF) in Q3 2025, closing a stake of 12,190 shares — an estimated $287K sold.

Morningstar Investment Management first reported a position in RF in Q4 2023 and held it in 7 quarters. The position peaked at $1.57M in Q1 2024. 1,003 funds tracked by Wall St. Rank hold RF as of Q3 2025.

  • Morningstar Investment Management reported no remaining Regions Financial position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 12,190 Regions Financial shares in Q3 2025, an estimated $287K.
  • Morningstar Investment Management first reported a position in Regions Financial in Q4 2023 and held it in 7 quarters.
  • Morningstar Investment Management's Regions Financial position peaked at $1.57M in Q1 2024.
  • 1,003 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.