WI
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WBI Investments’s Regions Financial RF Stock Holding History

WBI Investments’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
-42,438
Closed -$998K – 289
2024
Q4 		$998K Sell
42,438
-63,337
-60% -$1.57M 0.25% 112
2024
Q3 		$2.47M Buy
105,775
+42,555
+67% +$930K 0.59% 43
2024
Q2 		$1.27M Buy
63,220
+31,400
+99% +$609K 0.31% 88
2024
Q1 		$669K Buy
31,820
+7,601
+31% +$144K 0.14% 126
2023
Q4 		$469K Buy
+24,219
New +$402K 0.09% 148
2021
Q1 		– Sell
-29,590
Closed -$477K – 227
2020
Q4 		$477K Sell
29,590
-3,112
-10% -$45K 0.07% 125
2020
Q3 		$377K Sell
32,702
-49,903
-60% -$557K 0.06% 92
2020
Q2 		$919K Buy
82,605
+69,258
+519% +$737K 0.15% 62
2020
Q1 		$120K Sell
13,347
-44,396
-77% -$622K 0.02% 82
2019
Q4 		$991K Sell
57,743
-312,948
-84% -$5.15M 0.11% 128
2019
Q3 		$5.87M Buy
+370,691
New +$5.6M 0.56% 44
2018
Q3 		– Sell
-130,014
Closed -$2.31M – 322
2018
Q2 		$2.31M Buy
+130,014
New +$2.43M 0.12% 111
2016
Q4 		– Sell
-4,027,107
Closed -$39.7M – 372
2016
Q3 		$39.7M Buy
+4,027,107
New +$37.7M 1.52% 16

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

WBI Investments's RF Position: Q1 2025 in Review

WBI Investments sold out of Regions Financial (RF) in Q1 2025, closing a stake of 42,438 shares — an estimated $998K sold.

WBI Investments first reported a position in RF in Q3 2016 and held it in 13 quarters. The position peaked at $39.7M in Q3 2016. 946 funds tracked by Wall St. Rank hold RF as of Q1 2025.

  • WBI Investments reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
  • WBI Investments sold 42,438 Regions Financial shares in Q1 2025, an estimated $998K.
  • WBI Investments first reported a position in Regions Financial in Q3 2016 and held it in 13 quarters.
  • WBI Investments's Regions Financial position peaked at $39.7M in Q3 2016.
  • 946 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on WBI Investments's 13F filing for Q1 2025, filed 22 May 2025.