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Ruedi Wealth Management’s Regions Financial RF Stock Holding History

Ruedi 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
-226
Closed -$4.91K – 262
2025
Q1 		$4.91K Hold
226
– – ﹤0.01% 210
2024
Q4 		$5.31K Hold
226
– – ﹤0.01% 206
2024
Q3 		$5.27K Sell
226
-20
-8% -$437 ﹤0.01% 212
2024
Q2 		$4.93K Buy
246
+40
+19% +$776 ﹤0.01% 251
2024
Q1 		$4.33K Hold
206
– – ﹤0.01% 207
2023
Q4 		$3.99K Hold
206
– – ﹤0.01% 183
2023
Q3 		$3.54K Hold
206
– – ﹤0.01% 167
2023
Q2 		$3.67K Hold
206
– – ﹤0.01% 173
2023
Q1 		$3.82K Hold
206
– – ﹤0.01% 201
2022
Q4 		$4.44K Buy
+206
New +$4.47K ﹤0.01% 184

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

Ruedi Wealth Management's RF Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Regions Financial (RF) in Q2 2025, closing a stake of 226 shares — an estimated $4.91K sold.

Ruedi Wealth Management first reported a position in RF in Q4 2022 and held it in 10 quarters. The position peaked at $5.31K in Q4 2024. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 226 Regions Financial shares in Q2 2025, an estimated $4.91K.
  • Ruedi Wealth Management first reported a position in Regions Financial in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Regions Financial position peaked at $5.31K in Q4 2024.
  • 960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.