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Robertson Stephens Wealth Management’s Regions Financial RF Stock Holding History

Robertson Stephens Wealth 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
Q2 		– Sell
-10,673
Closed -$235K – 585
2025
Q1 		$235K Sell
10,673
-519
-5% -$12.1K 0.01% 502
2024
Q4 		$266K Sell
11,192
-602
-5% -$14.9K 0.01% 492
2024
Q3 		$278K Buy
+11,794
New +$258K 0.01% 538

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Robertson Stephens Wealth Management's RF Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of Regions Financial (RF) in Q2 2025, closing a stake of 10,673 shares — an estimated $235K sold.

Robertson Stephens Wealth Management first reported a position in RF in Q3 2024 and held it in 3 quarters. The position peaked at $278K in Q3 2024. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

  • Robertson Stephens Wealth Management reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 10,673 Regions Financial shares in Q2 2025, an estimated $235K.
  • Robertson Stephens Wealth Management first reported a position in Regions Financial in Q3 2024 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's Regions Financial position peaked at $278K in Q3 2024.
  • 960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.