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Private Wealth Asset Management’s Regions Financial RF Stock Holding History

Private Wealth Asset Management’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
Q3 		– Sell
-290
Closed -$6.82K – 1133
2025
Q2 		$6.82K Sell
290
-104
-26% -$2.2K ﹤0.01% 728
2025
Q1 		$8.56K Buy
+394
New +$9.18K ﹤0.01% 652

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Private Wealth Asset Management's RF Position: Q3 2025 in Review

Private Wealth Asset Management sold out of Regions Financial (RF) in Q3 2025, closing a stake of 290 shares — an estimated $6.82K sold.

Private Wealth Asset Management first reported a position in RF in Q1 2025 and held it in 2 quarters. The position peaked at $8.56K in Q1 2025. 1,004 funds tracked by Wall St. Rank hold RF as of Q3 2025.

  • Private Wealth Asset Management reported no remaining Regions Financial position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 290 Regions Financial shares in Q3 2025, an estimated $6.82K.
  • Private Wealth Asset Management first reported a position in Regions Financial in Q1 2025 and held it in 2 quarters.
  • Private Wealth Asset Management's Regions Financial position peaked at $8.56K in Q1 2025.
  • 1,004 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.

Based on Private Wealth Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.