San Luis Wealth Advisors’s Regions Financial RF Stock Holding History

San Luis Wealth 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 Q2	–	Sell	-22,500	Closed	-$489K	–	152
2025 Q1	$489K	Buy	+22,500	New	+$524K	0.11%	91

Other funds holding RF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

San Luis Wealth Advisors's RF Position: Q2 2025 in Review

San Luis Wealth Advisors sold out of Regions Financial (RF) in Q2 2025, closing a stake of 22,500 shares — an estimated $489K sold.

San Luis Wealth Advisors first reported a position in RF in Q1 2025 and held it in 1 quarter. The position peaked at $489K in Q1 2025. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

San Luis Wealth Advisors reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 22,500 Regions Financial shares in Q2 2025, an estimated $489K.
San Luis Wealth Advisors first reported a position in Regions Financial in Q1 2025 and held it in 1 quarter.
San Luis Wealth Advisors's Regions Financial position peaked at $489K in Q1 2025.
960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on San Luis Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.