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Wambolt & Associates’s Regions Financial RF Stock Holding History

Wambolt & Associates’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
-75,243
Closed -$1.62M – 174
2025
Q1 		$1.62M Sell
75,243
-15,810
-17% -$368K 0.55% 65
2024
Q4 		$2.14M Sell
91,053
-263
-0.3% -$6.5K 0.69% 46
2024
Q3 		$2.06M Buy
91,316
+1,600
+2% +$35K 0.56% 60
2024
Q2 		$1.79M Hold
89,716
– – 0.52% 59
2024
Q1 		$1.84M Sell
89,716
-11,408
-11% -$216K 0.55% 59
2023
Q4 		$1.96M Sell
101,124
-1,572
-2% -$26.1K 0.64% 44
2023
Q3 		$1.7M Sell
102,696
-12,585
-11% -$238K 0.62% 47
2023
Q2 		$2.05M Hold
115,281
– – 0.73% 33
2023
Q1 		$2.14M Sell
115,281
-144
-0.1% -$3.14K 0.76% 34
2022
Q4 		$2.49M Buy
115,425
+11,613
+11% +$252K 0.96% 21
2022
Q3 		$2.08M Hold
103,812
– – 0.89% 26
2022
Q2 		$1.95M Hold
103,812
– – 0.78% 33
2022
Q1 		$2.23M Hold
103,812
– – 0.81% 27
2021
Q4 		$2.26M Hold
103,812
– – 0.82% 29
2021
Q3 		$2.26M Hold
103,812
– – 0.91% 22
2021
Q2 		$2.12M Sell
103,812
-8,588
-8% -$186K 0.9% 22
2021
Q1 		$2.37M Sell
112,400
-1,398
-1% -$27.3K 1.23% 12
2020
Q4 		$1.83M Sell
113,798
-8,734
-7% -$126K 1.1% 16
2020
Q3 		$1.41M Hold
122,532
– – 1.06% 20
2020
Q2 		$1.36M Hold
122,532
– – 1.07% 20
2020
Q1 		$1.1M Hold
122,532
– – 1.14% 21
2019
Q4 		$2.1M Sell
122,532
-12,955
-10% -$213K 1.6% 12
2019
Q3 		$2.14M Buy
+135,487
New +$2.05M 1.77% 9

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

Wambolt & Associates's RF Position: Q2 2025 in Review

Wambolt & Associates sold out of Regions Financial (RF) in Q2 2025, closing a stake of 75,243 shares — an estimated $1.62M sold.

Wambolt & Associates first reported a position in RF in Q3 2019 and held it in 23 quarters. The position peaked at $2.49M in Q4 2022. 961 funds tracked by Wall St. Rank hold RF as of Q2 2025.

  • Wambolt & Associates reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
  • Wambolt & Associates sold 75,243 Regions Financial shares in Q2 2025, an estimated $1.62M.
  • Wambolt & Associates first reported a position in Regions Financial in Q3 2019 and held it in 23 quarters.
  • Wambolt & Associates's Regions Financial position peaked at $2.49M in Q4 2022.
  • 961 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.