SAG
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SageView Advisory Group’s Regions Financial RF Stock Holding History

SageView Advisory Group’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 		$600K Sell
22,138
-532
-2% -$13.6K 0.02% 331
2025
Q3 		$598K Buy
22,670
+22
+0.1% +$571 0.02% 348
2025
Q2 		$596K Buy
22,648
+665
+3% +$14.1K 0.02% 336
2025
Q1 		$478K Sell
21,983
-1,415
-6% -$33K 0.02% 358
2024
Q4 		$550K Sell
23,398
-143
-0.6% -$3.53K 0.02% 326
2024
Q3 		$549K Sell
23,541
-821
-3% -$17.9K 0.03% 291
2024
Q2 		$488K Buy
+24,362
New +$473K 0.02% 345
2024
Q1 		– Sell
-25,553
Closed -$498K – 744
2023
Q4 		$498K Buy
+25,553
New +$424K 0.02% 400

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

SageView Advisory Group's RF Position: Q4 2025 in Review

SageView Advisory Group reduced its Regions Financial (RF) stake by 2.3% in Q4 2025, selling an estimated $13.6K and leaving 22,138 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #331.

SageView Advisory Group first reported a position in RF in Q4 2023 and has held it in 8 quarters since. 1,062 funds tracked by Wall St. Rank hold RF as of Q4 2025.

  • SageView Advisory Group held 22,138 shares of Regions Financial worth $600K as of Q4 2025.
  • SageView Advisory Group sold 532 Regions Financial shares in Q4 2025, an estimated $13.6K.
  • Regions Financial made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #331 holding.
  • SageView Advisory Group first reported a position in Regions Financial in Q4 2023 and has held it in 8 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Regions Financial as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.