Oarsman Capital’s Regions Financial RF Stock Holding History

Oarsman 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 Q1	–	Sell	-247	Closed	-$5.81K	–	693
2024 Q4	$5.81K	Hold	247	–	–	﹤0.01%	755
2024 Q3	$5.76K	Buy	+247	New	+$5.4K	﹤0.01%	773

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oarsman Capital's RF Position: Q1 2025 in Review

Oarsman Capital sold out of Regions Financial (RF) in Q1 2025, closing a stake of 247 shares — an estimated $5.81K sold.

Oarsman Capital first reported a position in RF in Q3 2024 and held it in 2 quarters. The position peaked at $5.81K in Q4 2024. 946 funds tracked by Wall St. Rank hold RF as of Q1 2025.

Oarsman Capital reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 247 Regions Financial shares in Q1 2025, an estimated $5.81K.
Oarsman Capital first reported a position in Regions Financial in Q3 2024 and held it in 2 quarters.
Oarsman Capital's Regions Financial position peaked at $5.81K in Q4 2024.
946 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.