XML Financial’s Regions Financial RF Stock Holding History

XML Financial’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
2026 Q1	$723K	Hold	27,675	–	–	0.06%	219
2025 Q4	$750K	Sell	27,675 -5,300	-16%	-$135K	0.06%	210
2025 Q3	$870K	Sell	32,975 -2,500	-7%	-$64.9K	0.07%	188
2025 Q2	$834K	Sell	35,475 -1,025	-3%	-$21.7K	0.07%	191
2025 Q1	$793K	Sell	36,500 -2,000	-5%	-$46.6K	0.07%	186
2024 Q4	$906K	Sell	38,500 -250	-0.6%	-$6.18K	0.08%	182
2024 Q3	$904K	Sell	38,750 -9,250	-19%	-$202K	0.08%	183
2024 Q2	$962K	Sell	48,000 -2,500	-5%	-$48.5K	0.1%	169
2024 Q1	$1.06M	Sell	50,500 -6,750	-12%	-$128K	0.11%	158
2023 Q4	$1.11M	Sell	57,250 -400	-0.7%	-$6.64K	0.12%	152
2023 Q3	$992K	Sell	57,650 -3,000	-5%	-$56.8K	0.12%	153
2023 Q2	$1.08M	Sell	60,650 -1,250	-2%	-$22.1K	0.13%	152
2023 Q1	$1.15M	Hold	61,900	–	–	0.14%	142
2022 Q4	$1.33M	Sell	61,900 -150	-0.2%	-$3.25K	0.17%	129
2022 Q3	$1.25M	Buy	+62,050	New	+$1.31M	0.17%	125
2022 Q2	–	Sell	-61,800	Closed	-$1.38M	–	311
2022 Q1	$1.38M	Buy	61,800 +400	+0.7%	+$9.41K	0.16%	131
2021 Q4	$1.34M	Hold	61,400	–	–	0.16%	133
2021 Q3	$1.31M	Buy	+61,400	New	+$1.22M	0.17%	127

Other funds holding RF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return