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NorthRock Partners’s Regions Financial RF Stock Holding History

NorthRock Partners’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
-15,144
Closed -$399K – 857
2025
Q3 		$399K Buy
+15,144
New +$393K 0.01% 606
2020
Q1 		– Sell
-18,881
Closed -$324K – 264
2019
Q4 		$324K Sell
18,881
-2,807
-13% -$46.2K 0.03% 194
2019
Q3 		$343K Buy
+21,688
New +$328K 0.05% 151

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 $3.37T AUM 44.26% 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

NorthRock Partners's RF Position: Q4 2025 in Review

NorthRock Partners sold out of Regions Financial (RF) in Q4 2025, closing a stake of 15,144 shares — an estimated $399K sold.

NorthRock Partners first reported a position in RF in Q3 2019 and held it in 3 quarters. The position peaked at $399K in Q3 2025. 1,066 funds tracked by Wall St. Rank hold RF as of Q4 2025.

  • NorthRock Partners reported no remaining Regions Financial position as of Q4 2025 after selling out during the quarter.
  • NorthRock Partners sold 15,144 Regions Financial shares in Q4 2025, an estimated $399K.
  • NorthRock Partners first reported a position in Regions Financial in Q3 2019 and held it in 3 quarters.
  • NorthRock Partners's Regions Financial position peaked at $399K in Q3 2025.
  • 1,066 funds tracked by Wall St. Rank held Regions Financial as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.