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Stoneridge Investment Partners’s Regions Financial RF Stock Holding History

Stoneridge Investment Partners’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
-62,361
Closed -$1.47M – 147
2025
Q2 		$1.47M Hold
62,361
– – 1.1% 29
2025
Q1 		$1.35M Buy
+62,361
New +$1.45M 1.15% 31
2023
Q4 		– Sell
-173,645
Closed -$2.99M – 108
2023
Q3 		$2.99M Buy
173,645
+67,656
+64% +$1.28M 1.41% 23
2023
Q2 		$1.89M Buy
105,989
+32,974
+45% +$582K 0.82% 41
2023
Q1 		$1.35M Buy
73,015
+61,636
+542% +$1.34M 0.72% 46
2022
Q4 		$245K Buy
+11,379
New +$247K 0.14% 87
2020
Q1 		– Sell
-83,021
Closed -$1.43M – 143
2019
Q4 		$1.43M Sell
83,021
-2,000
-2% -$32.9K 0.48% 68
2019
Q3 		$1.34M Sell
85,021
-5,700
-6% -$86.2K 0.49% 70
2019
Q2 		$1.35M Buy
90,721
+26,046
+40% +$385K 0.48% 70
2019
Q1 		$915K Sell
64,675
-8,522
-12% -$131K 0.27% 91
2018
Q4 		$979K Sell
73,197
-21,035
-22% -$338K 0.31% 90
2018
Q3 		$1.73M Sell
94,232
-23,453
-20% -$441K 0.37% 82
2018
Q2 		$2.09M Sell
117,685
-19,713
-14% -$369K 0.4% 80
2018
Q1 		$2.55M Sell
137,398
-153,484
-53% -$2.91M 0.43% 72
2017
Q4 		$5.03M Sell
290,882
-38,701
-12% -$619K 0.8% 53
2017
Q3 		$5.02M Sell
329,583
-19,037
-5% -$274K 0.79% 42
2017
Q2 		$5.1M Sell
348,620
-632
-0.2% -$8.9K 0.76% 44
2017
Q1 		$5.08M Sell
349,252
-13,642
-4% -$201K 0.68% 44
2016
Q4 		$5.21M Sell
362,894
-9,893
-3% -$122K 0.71% 37
2016
Q3 		$3.68M Sell
372,787
-55,648
-13% -$521K 0.53% 66
2016
Q2 		$3.65M Sell
428,435
-4,882
-1% -$44.2K 0.54% 59
2016
Q1 		$3.4M Sell
433,317
-11,700
-3% -$94.1K 0.5% 65
2015
Q4 		$4.27M Sell
445,017
-11,000
-2% -$106K 0.58% 53
2015
Q3 		$4.11M Buy
456,017
+2,800
+0.6% +$27.7K 0.58% 44
2015
Q2 		$4.7M Buy
453,217
+19,150
+4% +$193K 0.58% 40
2015
Q1 		$4.1M Buy
+434,067
New +$4.1M 0.48% 70

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

Stoneridge Investment Partners's RF Position: Q3 2025 in Review

Stoneridge Investment Partners sold out of Regions Financial (RF) in Q3 2025, closing a stake of 62,361 shares — an estimated $1.47M sold.

Stoneridge Investment Partners first reported a position in RF in Q1 2015 and held it in 26 quarters. The position peaked at $5.21M in Q4 2016. 1,004 funds tracked by Wall St. Rank hold RF as of Q3 2025.

  • Stoneridge Investment Partners reported no remaining Regions Financial position as of Q3 2025 after selling out during the quarter.
  • Stoneridge Investment Partners sold 62,361 Regions Financial shares in Q3 2025, an estimated $1.47M.
  • Stoneridge Investment Partners first reported a position in Regions Financial in Q1 2015 and held it in 26 quarters.
  • Stoneridge Investment Partners's Regions Financial position peaked at $5.21M in Q4 2016.
  • 1,004 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.

Based on Stoneridge Investment Partners's 13F filing for Q3 2025, filed 31 Oct 2025.