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WealthTrak Capital Management’s Regions Financial RF Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-90
Closed -$2.12K – 721
2025
Q2 		$2.12K Buy
90
+85
+1,700% +$1.8K ﹤0.01% 430
2025
Q1 		$109 Sell
5
-20
-80% -$466 ﹤0.01% 933
2024
Q4 		$588 Buy
+25
New +$618 ﹤0.01% 534

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WealthTrak Capital Management's RF Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Regions Financial (RF) in Q3 2025, closing a stake of 90 shares — an estimated $2.12K sold.

WealthTrak Capital Management first reported a position in RF in Q4 2024 and held it in 3 quarters. The position peaked at $2.12K in Q2 2025. 1,004 funds tracked by Wall St. Rank hold RF as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Regions Financial position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 90 Regions Financial shares in Q3 2025, an estimated $2.12K.
  • WealthTrak Capital Management first reported a position in Regions Financial in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Regions Financial position peaked at $2.12K in Q2 2025.
  • 1,004 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.