West Branch Capital’s Regions Financial RF Stock Holding History

West Branch Capital’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	-5	Closed	-$109	–	520
2025 Q1	$109	Hold	5	–	–	﹤0.01%	514
2024 Q4	$118	Hold	5	–	–	﹤0.01%	514
2024 Q3	$117	Buy	+5	New	+$109	﹤0.01%	525

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

West Branch Capital's RF Position: Q2 2025 in Review

West Branch Capital sold out of Regions Financial (RF) in Q2 2025, closing a stake of 5 shares — an estimated $109 sold.

West Branch Capital first reported a position in RF in Q3 2024 and held it in 3 quarters. The position peaked at $118 in Q4 2024. 960 funds tracked by Wall St. Rank hold RF as of Q2 2025.

West Branch Capital reported no remaining Regions Financial position as of Q2 2025 after selling out during the quarter.
West Branch Capital sold 5 Regions Financial shares in Q2 2025, an estimated $109.
West Branch Capital first reported a position in Regions Financial in Q3 2024 and held it in 3 quarters.
West Branch Capital's Regions Financial position peaked at $118 in Q4 2024.
960 funds tracked by Wall St. Rank held Regions Financial as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.