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Orion Portfolio Solutions’s Regions Financial RF Stock Holding History

Orion Portfolio Solutions’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
-22,419
Closed -$527K – 1963
2024
Q4 		$527K Buy
22,419
+13,423
+149% +$332K 0.01% 1330
2024
Q3 		$210K Buy
+8,996
New +$197K ﹤0.01% 1692
2023
Q1 		– Sell
-10,623
Closed -$229K – 1602
2022
Q4 		$229K Buy
+10,623
New +$230K 0.01% 734
2022
Q1 		– Sell
-10,876
Closed -$237K – 746
2021
Q4 		$237K Sell
10,876
-30
-0.3% -$686 0.01% 640
2021
Q3 		$232K Buy
+10,906
New +$217K 0.01% 588
2020
Q3 		– Sell
-7,778
Closed -$86K – 1683
2020
Q2 		$86K Buy
7,778
+2,545
+49% +$27.1K ﹤0.01% 576
2020
Q1 		$47K Sell
5,233
-15,197
-74% -$213K ﹤0.01% 604
2019
Q4 		$351K Buy
+20,430
New +$336K 0.03% 249

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Orion Portfolio Solutions's RF Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Regions Financial (RF) in Q1 2025, closing a stake of 22,419 shares — an estimated $527K sold.

Orion Portfolio Solutions first reported a position in RF in Q4 2019 and held it in 8 quarters. The position peaked at $527K in Q4 2024. 948 funds tracked by Wall St. Rank hold RF as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 22,419 Regions Financial shares in Q1 2025, an estimated $527K.
  • Orion Portfolio Solutions first reported a position in Regions Financial in Q4 2019 and held it in 8 quarters.
  • Orion Portfolio Solutions's Regions Financial position peaked at $527K in Q4 2024.
  • 948 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.