Van Hulzen Asset Management’s Regions Financial RF Stock Holding History

Van Hulzen Asset Management’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	-4,501	Closed	-$106K	–	914
2024 Q4	$106K	Buy	+4,501	New	+$111K	0.01%	392
2023 Q1	–	Sell	-342,029	Closed	-$7.37M	–	321
2022 Q4	$7.37M	Buy	342,029 +19,900	+6%	+$431K	0.85%	40
2022 Q3	$6.46M	Buy	322,129 +70,429	+28%	+$1.49M	0.8%	41
2022 Q2	$4.72M	Buy	+251,700	New	+$5.2M	0.56%	50
2016 Q4	–	Sell	-83,000	Closed	-$819K	–	158
2016 Q3	$819K	Hold	83,000	–	–	0.44%	60
2016 Q2	$706K	Sell	83,000 -14,100	-15%	-$128K	0.4%	68
2016 Q1	$762K	Sell	97,100 -246,804	-72%	-$1.99M	0.43%	65
2015 Q4	$3.3M	Sell	343,904 -27,583	-7%	-$265K	2.06%	9
2015 Q3	$3.35M	Sell	371,487 -28,668	-7%	-$283K	2.16%	9
2015 Q2	$4.15M	Buy	400,155 +1,729	+0.4%	+$17.4K	2.24%	9
2015 Q1	$3.77M	Buy	398,426 +226	+0.1%	+$2.14K	2.3%	8
2014 Q4	$4.21M	Buy	+398,200	New	+$3.98M	2.91%	7

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

Van Hulzen Asset Management's RF Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Regions Financial (RF) in Q1 2025, closing a stake of 4,501 shares — an estimated $106K sold.

Van Hulzen Asset Management first reported a position in RF in Q4 2014 and held it in 12 quarters. The position peaked at $7.37M in Q4 2022. 946 funds tracked by Wall St. Rank hold RF as of Q1 2025.

Van Hulzen Asset Management reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 4,501 Regions Financial shares in Q1 2025, an estimated $106K.
Van Hulzen Asset Management first reported a position in Regions Financial in Q4 2014 and held it in 12 quarters.
Van Hulzen Asset Management's Regions Financial position peaked at $7.37M in Q4 2022.
946 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.