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Stonegate Investment Group’s Regions Financial RF Stock Holding History

Stonegate Investment 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
Q3 		$11M Buy
415,863
+873
+0.2% +$22.7K 0.25% 51
2025
Q2 		$9.76M Buy
414,990
+3,692
+0.9% +$78.1K 0.25% 52
2025
Q1 		$8.94M Buy
411,298
+241,517
+142% +$5.63M 0.24% 54
2024
Q4 		$3.99M Sell
169,781
-3,966
-2% -$98K 0.11% 79
2024
Q3 		$4.05M Sell
173,747
-3,621
-2% -$79.1K 0.11% 81
2024
Q2 		$3.55M Buy
177,368
+17,313
+11% +$336K 0.1% 83
2024
Q1 		$3.37M Buy
160,055
+323
+0.2% +$6.11K 0.11% 89
2023
Q4 		$3.1M Sell
159,732
-5,852
-4% -$97.1K 0.1% 87
2023
Q3 		$2.85M Sell
165,584
-5,795
-3% -$110K 0.1% 86
2023
Q2 		$3.05M Sell
171,379
-8,811
-5% -$156K 0.11% 87
2023
Q1 		$3.34M Buy
180,190
+4,964
+3% +$108K 0.13% 83
2022
Q4 		$3.78M Sell
175,226
-195
-0.1% -$4.23K 0.16% 72
2022
Q3 		$3.52M Buy
175,421
+6,230
+4% +$132K 0.16% 77
2022
Q2 		$3.17M Buy
169,191
+107,496
+174% +$2.22M 0.14% 88
2022
Q1 		$1.37M Sell
61,695
-772
-1% -$18.2K 0.05% 115
2021
Q4 		$1.36M Buy
+62,467
New +$1.43M 0.06% 118

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Stonegate Investment Group's RF Position: Q3 2025 in Review

Stonegate Investment Group increased its Regions Financial (RF) stake by 0.21% in Q3 2025, buying an estimated $22.7K and bringing the position to 415,863 shares worth $11M. The position accounts for 0.25% of the portfolio, ranked #51.

Stonegate Investment Group first reported a position in RF in Q4 2021 and has held it in 16 quarters since. 1,003 funds tracked by Wall St. Rank hold RF as of Q3 2025.

  • Stonegate Investment Group held 415,863 shares of Regions Financial worth $11M as of Q3 2025.
  • Stonegate Investment Group bought 873 Regions Financial shares in Q3 2025, an estimated $22.7K.
  • Regions Financial made up 0.25% of Stonegate Investment Group's portfolio in Q3 2025, its #51 holding.
  • Stonegate Investment Group first reported a position in Regions Financial in Q4 2021 and has held it in 16 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.