WTFG
RF icon

Wood Tarver Financial Group’s Regions Financial RF Stock Holding History

Wood Tarver Financial Group’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
-5
Closed – – 532
2025
Q2 		$0 Hold
5
– – ﹤0.01% 683
2025
Q1 		$109 Hold
5
– – ﹤0.01% 689
2024
Q4 		$0 Buy
+5
New +$124 ﹤0.01% 743

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wood Tarver Financial Group's RF Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Regions Financial (RF) in Q3 2025, closing a stake of 5 shares.

Wood Tarver Financial Group first reported a position in RF in Q4 2024 and held it in 3 quarters. The position peaked at $109 in Q1 2025. 1,003 funds tracked by Wall St. Rank hold RF as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Regions Financial position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 5 Regions Financial shares in Q3 2025.
  • Wood Tarver Financial Group first reported a position in Regions Financial in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Regions Financial position peaked at $109 in Q1 2025.
  • 1,003 funds tracked by Wall St. Rank held Regions Financial as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.