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Optimum Investment Advisors’s Regions Financial RF Stock Holding History

Optimum Investment 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
2018
Q2 		– Sell
-500
Closed -$1K – 1089
2018
Q1 		$1K Buy
+500
New +$9.47K ﹤0.01% 996

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Optimum Investment Advisors's RF Position: Q3 2025 in Review

Optimum Investment Advisors held its Regions Financial (RF) position steady in Q3 2025 at 700 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #449.

Optimum Investment Advisors first reported a position in RF in Q3 2013 and has held it in 38 quarters since. The position peaked at $72K in Q1 2014. 1,004 funds tracked by Wall St. Rank hold RF as of Q3 2025.

  • Optimum Investment Advisors held 700 shares of Regions Financial worth $18.5K as of Q3 2025.
  • Optimum Investment Advisors left its Regions Financial share count unchanged in Q3 2025.
  • Regions Financial made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #449 holding.
  • Optimum Investment Advisors first reported a position in Regions Financial in Q3 2013 and has held it in 38 quarters since.
  • Optimum Investment Advisors's Regions Financial position peaked at $72K in Q1 2014.
  • 1,004 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.