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NewSquare Capital’s Regions Financial RF Stock Holding History

NewSquare Capital’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
-943
Closed -$22.2K – 989
2025
Q2 		$22.2K Buy
943
+661
+234% +$14K ﹤0.01% 456
2025
Q1 		$6.13K Buy
+282
New +$6.57K ﹤0.01% 645
2016
Q2 		– Sell
-1,963
Closed -$15K – 394
2016
Q1 		$15K Buy
+1,963
New +$15.8K ﹤0.01% 256

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

NewSquare Capital's RF Position: Q3 2025 in Review

NewSquare Capital sold out of Regions Financial (RF) in Q3 2025, closing a stake of 943 shares — an estimated $22.2K sold.

NewSquare Capital first reported a position in RF in Q1 2016 and held it in 3 quarters. The position peaked at $22.2K in Q2 2025. 1,004 funds tracked by Wall St. Rank hold RF as of Q3 2025.

  • NewSquare Capital reported no remaining Regions Financial position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 943 Regions Financial shares in Q3 2025, an estimated $22.2K.
  • NewSquare Capital first reported a position in Regions Financial in Q1 2016 and held it in 3 quarters.
  • NewSquare Capital's Regions Financial position peaked at $22.2K in Q2 2025.
  • 1,004 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.