Rise Advisors’s Regions Financial RF Stock Holding History

Rise Advisors’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 Q4	–	Sell	-19	Closed	-$501	–	1139
2025 Q3	$501	Buy	+19	New	+$493	﹤0.01%	1414
2025 Q2	–	Sell	-40	Closed	-$869	–	1627
2025 Q1	$869	Buy	+40	New	+$932	﹤0.01%	1304

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rise Advisors's RF Position: Q4 2025 in Review

Rise Advisors sold out of Regions Financial (RF) in Q4 2025, closing a stake of 19 shares — an estimated $501 sold.

Rise Advisors first reported a position in RF in Q1 2025 and held it in 2 quarters. The position peaked at $869 in Q1 2025. 1,067 funds tracked by Wall St. Rank hold RF as of Q4 2025.

Rise Advisors reported no remaining Regions Financial position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 19 Regions Financial shares in Q4 2025, an estimated $501.
Rise Advisors first reported a position in Regions Financial in Q1 2025 and held it in 2 quarters.
Rise Advisors's Regions Financial position peaked at $869 in Q1 2025.
1,067 funds tracked by Wall St. Rank held Regions Financial as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.