RFC
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Regions Financial Corp’s ORIX IX Stock Holding History

Regions Financial Corp’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$272K Buy
+9,081
New +$288K ﹤0.01% 757
2019
Q1 		– Sell
-910
Closed -$13K – 1982
2018
Q4 		$13K Hold
910
– – ﹤0.01% 1452
2018
Q3 		$15K Sell
910
-225
-20% -$3.63K ﹤0.01% 1525
2018
Q2 		$18K Buy
+1,135
New +$19.6K ﹤0.01% 1492
2015
Q1 		– Sell
-51,540
Closed -$645K – 936
2014
Q4 		$645K Sell
51,540
-55,500
-52% -$726K 0.01% 607
2014
Q3 		$1.48M Sell
107,040
-740
-0.7% -$11.4K 0.02% 456
2014
Q2 		$1.79M Buy
107,780
+18,020
+20% +$274K 0.02% 415
2014
Q1 		$1.26M Buy
+89,760
New +$1.37M 0.02% 513

Other funds holding IX

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return