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Parr McKnight Wealth Management Group’s Regions Financial RF Stock Holding History

Parr McKnight Wealth Management Group’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
-65,684
Closed -$1.54M – 243
2024
Q4 		$1.54M Buy
+65,684
New +$1.62M 0.22% 114

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

Parr McKnight Wealth Management Group's RF Position: Q1 2025 in Review

Parr McKnight Wealth Management Group sold out of Regions Financial (RF) in Q1 2025, closing a stake of 65,684 shares — an estimated $1.54M sold.

Parr McKnight Wealth Management Group first reported a position in RF in Q4 2024 and held it in 1 quarter. The position peaked at $1.54M in Q4 2024. 946 funds tracked by Wall St. Rank hold RF as of Q1 2025.

  • Parr McKnight Wealth Management Group reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
  • Parr McKnight Wealth Management Group sold 65,684 Regions Financial shares in Q1 2025, an estimated $1.54M.
  • Parr McKnight Wealth Management Group first reported a position in Regions Financial in Q4 2024 and held it in 1 quarter.
  • Parr McKnight Wealth Management Group's Regions Financial position peaked at $1.54M in Q4 2024.
  • 946 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2025, filed 30 Apr 2025.