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Unigestion Holding’s Regions Financial RF Stock Holding History

Unigestion Holding’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
Q1 		$1.17M Buy
53,857
+27,857
+107% +$649K 0.07% 140
2024
Q4 		$612K Buy
+26,000
New +$642K 0.04% 132
2019
Q3 		– Sell
-35,045
Closed -$524K – 257
2019
Q2 		$524K Buy
35,045
+2,986
+9% +$44.1K 0.01% 221
2019
Q1 		$454K Sell
32,059
-17,329
-35% -$265K 0.01% 227
2018
Q4 		$661K Buy
+49,388
New +$794K 0.02% 258

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

Unigestion Holding's RF Position: Q1 2025 in Review

Unigestion Holding increased its Regions Financial (RF) stake by 107% in Q1 2025, buying an estimated $649K and bringing the position to 53,857 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #140.

Unigestion Holding first reported a position in RF in Q4 2018 and has held it in 5 quarters since. 947 funds tracked by Wall St. Rank hold RF as of Q1 2025.

  • Unigestion Holding held 53,857 shares of Regions Financial worth $1.17M as of Q1 2025.
  • Unigestion Holding bought 27,857 Regions Financial shares in Q1 2025, an estimated $649K.
  • Regions Financial made up 0.07% of Unigestion Holding's portfolio in Q1 2025, its #140 holding.
  • Unigestion Holding first reported a position in Regions Financial in Q4 2018 and has held it in 5 quarters since.
  • 947 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.