WESPAC Advisors’s Regions Financial RF Stock Holding History

WESPAC Advisors’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	-36,881	Closed	-$801K	–	190
2025 Q1	$801K	Buy	+36,881	New	+$859K	0.65%	55
2022 Q1	–	Sell	-72,681	Closed	-$1.58M	–	145
2021 Q4	$1.58M	Sell	72,681 -210	-0.3%	-$4.8K	1.06%	30
2021 Q3	$1.55M	Buy	72,891 +40,119	+122%	+$798K	0.96%	33
2021 Q2	$661K	Sell	32,772 -36,087	-52%	-$780K	1.27%	28
2021 Q1	$1.42M	Sell	68,859 -16,907	-20%	-$330K	1.06%	27
2020 Q4	$1.38M	Buy	+85,766	New	+$1.24M	1.07%	36
2018 Q4	–	Sell	-33,220	Closed	-$610K	–	156
2018 Q3	$610K	Buy	33,220 +11,449	+53%	+$215K	0.36%	86
2018 Q2	$387K	Sell	21,771 -10,788	-33%	-$202K	0.4%	80
2018 Q1	$605K	Buy	32,559 +11,456	+54%	+$217K	0.37%	88
2017 Q4	$365K	Sell	21,103 -14,995	-42%	-$240K	0.34%	91
2017 Q3	$550K	Buy	36,098 +2,013	+6%	+$28.9K	0.36%	88
2017 Q2	$499K	Buy	34,085 +9,843	+41%	+$139K	0.34%	91
2017 Q1	$352K	Buy	+24,242	New	+$358K	0.41%	85

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

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

Norges Bank Oslo, Norway $935B AUM

WESPAC Advisors's RF Position: Q2 2025 in Review

WESPAC Advisors sold out of Regions Financial (RF) in Q2 2025, closing a stake of 36,881 shares — an estimated $801K sold.

WESPAC Advisors first reported a position in RF in Q1 2017 and held it in 13 quarters. The position peaked at $1.58M in Q4 2021. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

WESPAC Advisors reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
WESPAC Advisors sold 36,881 Regions Financial shares in Q2 2025, an estimated $801K.
WESPAC Advisors first reported a position in Regions Financial in Q1 2017 and held it in 13 quarters.
WESPAC Advisors's Regions Financial position peaked at $1.58M in Q4 2021.
960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on WESPAC Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.