TFF
RF icon

The Family Firm’s Regions Financial RF Stock Holding History

The Family Firm’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
Q2 		– Sell
-13,223
Closed -$287K – 179
2025
Q1 		$287K Buy
+13,223
New +$308K 0.06% 172
2024
Q3 		– Sell
-2,789
Closed -$55.9K – 697
2024
Q2 		$55.9K Buy
+2,789
New +$54.1K 0.01% 379
2020
Q2 		– Sell
-11,048
Closed -$99K – 142
2020
Q1 		$99K Buy
11,048
+102
+0.9% +$1.43K 0.04% 129
2019
Q4 		$188K Buy
+10,946
New +$180K 0.06% 146

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

The Family Firm's RF Position: Q2 2025 in Review

The Family Firm sold out of Regions Financial (RF) in Q2 2025, closing a stake of 13,223 shares — an estimated $287K sold.

The Family Firm first reported a position in RF in Q4 2019 and held it in 4 quarters. The position peaked at $287K in Q1 2025. 961 funds tracked by Wall St. Rank hold RF as of Q2 2025.

  • The Family Firm reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 13,223 Regions Financial shares in Q2 2025, an estimated $287K.
  • The Family Firm first reported a position in Regions Financial in Q4 2019 and held it in 4 quarters.
  • The Family Firm's Regions Financial position peaked at $287K in Q1 2025.
  • 961 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.