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Sierra Ocean’s Regions Financial RF Stock Holding History

Sierra Ocean’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
Q3 		– Sell
-1,169
Closed -$27.5K – 753
2025
Q2 		$27.5K Sell
1,169
-84
-7% -$1.78K 0.02% 272
2025
Q1 		$27.2K Buy
1,253
+84
+7% +$1.96K 0.02% 255
2024
Q4 		$27.5K Buy
+1,169
New +$28.9K 0.02% 250

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sierra Ocean's RF Position: Q3 2025 in Review

Sierra Ocean sold out of Regions Financial (RF) in Q3 2025, closing a stake of 1,169 shares — an estimated $27.5K sold.

Sierra Ocean first reported a position in RF in Q4 2024 and held it in 3 quarters. The position peaked at $27.5K in Q2 2025. 1,004 funds tracked by Wall St. Rank hold RF as of Q3 2025.

  • Sierra Ocean reported no remaining Regions Financial position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 1,169 Regions Financial shares in Q3 2025, an estimated $27.5K.
  • Sierra Ocean first reported a position in Regions Financial in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Regions Financial position peaked at $27.5K in Q2 2025.
  • 1,004 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.