SVB Wealth’s Regions Financial RF Stock Holding History

SVB Wealth’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
2026 Q1	$4.54M	Buy	173,913 +12,782	+8%	+$357K	0.3%	72
2025 Q4	$4.37M	Buy	161,131 +12,904	+9%	+$330K	0.26%	81
2025 Q3	$3.91M	Buy	148,227 +3,451	+2%	+$89.6K	0.21%	98
2025 Q2	$3.41M	Buy	144,776 +11,489	+9%	+$243K	0.18%	114
2025 Q1	$2.9M	Buy	133,287 +95,831	+256%	+$2.23M	0.12%	97
2024 Q4	$881K	Buy	+37,456	New	+$926K	0.02%	346
2024 Q3	–	Sell	-12,536	Closed	-$251K	–	471
2024 Q2	$251K	Sell	12,536 -753	-6%	-$14.6K	0.01%	610
2024 Q1	$280K	Buy	13,289 +4	+0%	+$76	0.01%	656
2023 Q4	$257K	Buy	+13,285	New	+$220K	0.01%	682
2023 Q2	–	Sell	-12,026	Closed	-$223K	–	993
2023 Q1	$223K	Sell	12,026 -3,648	-23%	-$79.4K	﹤0.01%	841
2022 Q4	$338K	Sell	15,674 -1,286	-8%	-$27.9K	﹤0.01%	695
2022 Q3	$340K	Buy	+16,960	New	+$358K	0.01%	649
2022 Q2	–	Sell	-11,144	Closed	-$248K	–	828
2022 Q1	$248K	Buy	+11,144	New	+$262K	﹤0.01%	632
2021 Q4	–	Sell	-9,578	Closed	-$204K	–	924
2021 Q3	$204K	Buy	+9,578	New	+$191K	﹤0.01%	903

Other funds holding RF

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group

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

Geode Capital Management

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

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

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

JP Morgan Chase

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