NWWA
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New Wave Wealth Advisors’s Regions Financial RF Stock Holding History

New Wave 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
Q1 		– Sell
-34
Closed -$800 – 556
2024
Q4 		$800 Buy
+34
New +$840 ﹤0.01% 641

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

New Wave Wealth Advisors's RF Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Regions Financial (RF) in Q1 2025, closing a stake of 34 shares — an estimated $800 sold.

New Wave Wealth Advisors first reported a position in RF in Q4 2024 and held it in 1 quarter. The position peaked at $800 in Q4 2024. 946 funds tracked by Wall St. Rank hold RF as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 34 Regions Financial shares in Q1 2025, an estimated $800.
  • New Wave Wealth Advisors first reported a position in Regions Financial in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Regions Financial position peaked at $800 in Q4 2024.
  • 946 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.