Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
RFC
XYZ
Regions Financial Corp’s
Block Inc
XYZ
Stock Holding History
Regions Financial Corp’s Portfolio
XYZ Stock Details
XYZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-40,048
Closed
-$2.18M
–
873
2025
Q1
$2.18M
Buy
+40,048
New
+$2.99M
0.02%
353
2022
Q1
–
Sell
-1,373
Closed
-$221K
–
947
2021
Q4
$221K
Sell
1,373
-268
-16%
-$58.1K
﹤0.01%
859
2021
Q3
$394K
Buy
1,641
+428
+35%
+$110K
﹤0.01%
681
2021
Q2
$296K
Buy
1,213
+50
+4%
+$11.6K
﹤0.01%
756
2021
Q1
$264K
Sell
1,163
-107
-8%
-$25K
﹤0.01%
746
2020
Q4
$277K
Buy
+1,270
New
+$248K
﹤0.01%
707
2019
Q2
–
Sell
-577
Closed
-$43K
–
1761
2019
Q1
$43K
Buy
577
+200
+53%
+$14.5K
﹤0.01%
1180
2018
Q4
$22K
Sell
377
-1,223
-76%
-$86.4K
﹤0.01%
1338
2018
Q3
$159K
Buy
1,600
+428
+37%
+$33K
﹤0.01%
891
2018
Q2
$72K
Sell
1,172
-978
-45%
-$53.8K
﹤0.01%
1107
2018
Q1
$106K
Sell
2,150
-144
-6%
-$6.61K
﹤0.01%
1026
2017
Q4
$80K
Buy
+2,294
New
+$84K
﹤0.01%
1113
Other funds holding XYZ
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Sands Capital Management
Arlington, Virginia
$25.5B AUM
26.46%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
DIG
Dragoneer Investment Group
San Francisco, California
$3B AUM
6.95%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close