XY Planning Network’s Regions Financial RF Stock Holding History

XY Planning Network’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 Q1	–	Sell	-11,925	Closed	-$280K	–	115
2024 Q4	$280K	Buy	+11,925	New	+$295K	0.21%	77

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

XY Planning Network's RF Position: Q1 2025 in Review

XY Planning Network sold out of Regions Financial (RF) in Q1 2025, closing a stake of 11,925 shares — an estimated $280K sold.

XY Planning Network first reported a position in RF in Q4 2024 and held it in 1 quarter. The position peaked at $280K in Q4 2024. 946 funds tracked by Wall St. Rank hold RF as of Q1 2025.

XY Planning Network reported no remaining Regions Financial position as of Q1 2025 after selling out during the quarter.
XY Planning Network sold 11,925 Regions Financial shares in Q1 2025, an estimated $280K.
XY Planning Network first reported a position in Regions Financial in Q4 2024 and held it in 1 quarter.
XY Planning Network's Regions Financial position peaked at $280K in Q4 2024.
946 funds tracked by Wall St. Rank held Regions Financial as of Q1 2025.

Based on XY Planning Network's 13F filing for Q1 2025, filed 22 Apr 2025.