R Squared’s Regions Financial RF Stock Holding History

R Squared’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	-330	Closed	-$7.76K	–	1226
2024 Q4	$7.76K	Buy	+330	New	+$8.15K	0.01%	1211

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

R Squared's RF Position: Q1 2025 in Review

R Squared sold out of Regions Financial (RF) in Q1 2025, closing a stake of 330 shares — an estimated $7.76K sold.

R Squared first reported a position in RF in Q4 2024 and held it in 1 quarter. The position peaked at $7.76K in Q4 2024. 946 funds tracked by Wall St. Rank hold RF as of Q1 2025.

R Squared reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
R Squared sold 330 Regions Financial shares in Q1 2025, an estimated $7.76K.
R Squared first reported a position in Regions Financial in Q4 2024 and held it in 1 quarter.
R Squared's Regions Financial position peaked at $7.76K in Q4 2024.
946 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.