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Northwest & Ethical Investments’s Regions Financial RF Stock Holding History

Northwest & Ethical Investments’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
Q2 		– Sell
-72,714
Closed -$1.58M – 532
2025
Q1 		$1.58M Buy
72,714
+21,500
+42% +$501K 0.04% 269
2024
Q4 		$1.2M Buy
+51,214
New +$1.27M 0.03% 296
2023
Q2 		– Sell
-60,554
Closed -$1.12M – 411
2023
Q1 		$1.12M Hold
60,554
– – 0.04% 296
2022
Q4 		$1.31M Buy
60,554
+19,364
+47% +$420K 0.05% 277
2022
Q3 		$827K Sell
41,190
-1,130
-3% -$23.9K 0.03% 309
2022
Q2 		$793K Buy
+42,320
New +$873K 0.03% 320
2021
Q3 		– Sell
-74,299
Closed -$1.5M – 425
2021
Q2 		$1.5M Hold
74,299
– – 0.05% 264
2021
Q1 		$1.54M Hold
74,299
– – 0.05% 297
2020
Q4 		$1.2M Hold
74,299
– – 0.05% 307
2020
Q3 		$857K Buy
+74,299
New +$829K 0.04% 326
2019
Q3 		– Sell
-91,122
Closed -$1.36M – 381
2019
Q2 		$1.36M Sell
91,122
-482
-0.5% -$7.12K 0.07% 294
2019
Q1 		$1.3M Sell
91,604
-68,645
-43% -$1.05M 0.07% 297
2018
Q4 		$2.14M Buy
160,249
+44,301
+38% +$712K 0.13% 214
2018
Q3 		$2.13M Buy
+115,948
New +$2.18M 0.13% 218

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Northwest & Ethical Investments's RF Position: Q2 2025 in Review

Northwest & Ethical Investments sold out of Regions Financial (RF) in Q2 2025, closing a stake of 72,714 shares — an estimated $1.58M sold.

Northwest & Ethical Investments first reported a position in RF in Q3 2018 and held it in 14 quarters. The position peaked at $2.14M in Q4 2018. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

  • Northwest & Ethical Investments reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 72,714 Regions Financial shares in Q2 2025, an estimated $1.58M.
  • Northwest & Ethical Investments first reported a position in Regions Financial in Q3 2018 and held it in 14 quarters.
  • Northwest & Ethical Investments's Regions Financial position peaked at $2.14M in Q4 2018.
  • 960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on Northwest & Ethical Investments's 13F filing for Q2 2025, filed 13 Aug 2025.