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Valley Wealth Managers’s Regions Financial RF Stock Holding History

Valley Wealth Managers’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 		– Sell
-150
Closed -$3.53K – 407
2024
Q4 		$3.53K Hold
150
– – ﹤0.01% 324
2024
Q3 		$3.5K Hold
150
– – ﹤0.01% 330
2024
Q2 		$3.01K Buy
+150
New +$2.91K ﹤0.01% 323
2023
Q1 		– Sell
-244
Closed -$5.31K – 380
2022
Q4 		$5.26K Hold
244
– – ﹤0.01% 318
2022
Q3 		$5K Hold
244
– – ﹤0.01% 348
2022
Q2 		$5K Buy
+244
New +$5.04K ﹤0.01% 357

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

Valley Wealth Managers's RF Position: Q1 2025 in Review

Valley Wealth Managers sold out of Regions Financial (RF) in Q1 2025, closing a stake of 150 shares — an estimated $3.53K sold.

Valley Wealth Managers first reported a position in RF in Q2 2022 and held it in 6 quarters. The position peaked at $5.26K in Q4 2022. 946 funds tracked by Wall St. Rank hold RF as of Q1 2025.

  • Valley Wealth Managers reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 150 Regions Financial shares in Q1 2025, an estimated $3.53K.
  • Valley Wealth Managers first reported a position in Regions Financial in Q2 2022 and held it in 6 quarters.
  • Valley Wealth Managers's Regions Financial position peaked at $5.26K in Q4 2022.
  • 946 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.