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Sheaff Brock Investment Advisors’s Regions Financial RF Stock Holding History

Sheaff Brock Investment 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
Q1 		$1.16M Buy
53,336
+1,010
+2% +$23.5K 0.11% 164
2024
Q4 		$1.23M Buy
52,326
+25
+0% +$618 0.11% 145
2024
Q3 		$1.22M Hold
52,301
– – 0.11% 153
2024
Q2 		$1.05M Hold
52,301
– – 0.1% 159
2024
Q1 		$1.1M Hold
52,301
– – 0.07% 175
2023
Q4 		$1.01M Sell
52,301
-10
-0% -$166 0.08% 174
2023
Q3 		$900K Sell
52,311
-437
-0.8% -$8.28K 0.08% 174
2023
Q2 		$940K Buy
52,748
+1,393
+3% +$24.6K 0.08% 178
2023
Q1 		$953K Buy
51,355
+1,000
+2% +$21.8K 0.09% 178
2022
Q4 		$1.09M Hold
50,355
– – 0.11% 154
2022
Q3 		$1.01M Buy
50,355
+105
+0.2% +$2.22K 0.11% 154
2022
Q2 		$942K Buy
50,250
+2,250
+5% +$46.4K 0.08% 163
2022
Q1 		$1.07M Sell
48,000
-8,423
-15% -$198K 0.07% 176
2021
Q4 		$1.23M Buy
56,423
+1,608
+3% +$36.8K 0.08% 159
2021
Q3 		$1.17M Buy
54,815
+11,008
+25% +$219K 0.09% 157
2021
Q2 		$884K Sell
43,807
-368
-0.8% -$7.96K 0.06% 190
2021
Q1 		$913K Sell
44,175
-398,525
-90% -$7.79M 0.07% 160
2020
Q4 		$7.14M Sell
442,700
-2,000
-0.4% -$28.9K 0.6% 28
2020
Q3 		$5.13M Hold
444,700
– – 0.47% 39
2020
Q2 		$4.95M Sell
444,700
-2,550
-0.6% -$27.1K 0.49% 35
2020
Q1 		$4.01M Buy
447,250
+17,300
+4% +$242K 0.53% 37
2019
Q4 		$7.38M Sell
429,950
-5,278
-1% -$86.9K 0.72% 25
2019
Q3 		$6.88M Buy
435,228
+100
+0% +$1.51K 0.74% 24
2019
Q2 		$6.5M Sell
435,128
-2,350
-0.5% -$34.7K 0.7% 25
2019
Q1 		$6.19M Buy
437,478
+398,854
+1,033% +$6.11M 0.75% 27
2018
Q4 		$517K Sell
38,624
-393,191
-91% -$6.32M 0.08% 222
2018
Q3 		$7.92M Buy
431,815
+53
+0% +$998 0.75% 21
2018
Q2 		$7.68M Buy
431,762
+2,010
+0.5% +$37.6K 0.75% 23
2018
Q1 		$7.99M Buy
429,752
+2,000
+0.5% +$37.9K 0.83% 22
2017
Q4 		$7.39M Buy
427,752
+90,400
+27% +$1.45M 0.96% 24
2017
Q3 		$5.14M Buy
337,352
+86,012
+34% +$1.24M 0.68% 38
2017
Q2 		$3.68M Buy
251,340
+10
+0% +$141 0.48% 47
2017
Q1 		$3.65M Hold
251,330
– – 0.47% 48
2016
Q4 		$3.61M Buy
251,330
+1,600
+0.6% +$19.8K 0.46% 53
2016
Q3 		$2.46M Hold
249,730
– – 0.33% 69
2016
Q2 		$2.13M Buy
249,730
+1,300
+0.5% +$11.8K 0.27% 79
2016
Q1 		$1.95M Buy
248,430
+1,600
+0.6% +$12.9K 0.24% 91
2015
Q4 		$2.37M Buy
+246,830
New +$2.37M 0.27% 90

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

Sheaff Brock Investment Advisors's RF Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Regions Financial (RF) stake by 1.9% in Q1 2025, buying an estimated $23.5K and bringing the position to 53,336 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #164.

Sheaff Brock Investment Advisors first reported a position in RF in Q4 2015 and has held it in 38 quarters since. The position peaked at $7.99M in Q1 2018. 946 funds tracked by Wall St. Rank hold RF as of Q1 2025.

  • Sheaff Brock Investment Advisors held 53,336 shares of Regions Financial worth $1.16M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 1,010 Regions Financial shares in Q1 2025, an estimated $23.5K.
  • Regions Financial made up 0.11% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #164 holding.
  • Sheaff Brock Investment Advisors first reported a position in Regions Financial in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Regions Financial position peaked at $7.99M in Q1 2018.
  • 946 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.