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Tounjian Advisory Partners’s Regions Financial RF Stock Holding History

Tounjian Advisory 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
2026
Q1 		$1.35M Buy
51,770
+3,064
+6% +$85.6K 0.49% 77
2025
Q4 		$1.32M Sell
48,706
-2,250
-4% -$57.5K 0.45% 78
2025
Q3 		$1.34M Sell
50,956
-9,210
-15% -$239K 0.45% 72
2025
Q2 		$1.31M Sell
60,166
-784
-1% -$16.6K 0.25% 104
2025
Q1 		$1.32M Buy
+60,950
New +$1.42M 0.25% 104

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VCM
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State Street
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VPM
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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