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Advisor Partners’s Regions Financial RF Stock Holding History

Advisor Partners’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
2022
Q2 		$793K Buy
42,297
+197
+0.5% +$4.07K 0.06% 346
2022
Q1 		$937K Buy
42,100
+1,850
+5% +$43.5K 0.06% 317
2021
Q4 		$878K Buy
40,250
+324
+0.8% +$7.41K 0.05% 341
2021
Q3 		$851K Sell
39,926
-2,185
-5% -$43.5K 0.06% 318
2021
Q2 		$850K Buy
42,111
+12
+0% +$260 0.06% 333
2021
Q1 		$870K Sell
42,099
-2,703
-6% -$52.8K 0.06% 310
2020
Q4 		$722K Buy
44,802
+1,020
+2% +$14.7K 0.05% 334
2020
Q3 		$505K Buy
43,782
+3,879
+10% +$43.3K 0.04% 389
2020
Q2 		$444K Sell
39,903
-9,848
-20% -$105K 0.04% 397
2020
Q1 		$446K Buy
49,751
+10,787
+28% +$151K 0.05% 327
2019
Q4 		$635K Buy
38,964
+3,108
+9% +$51.2K 0.07% 291
2019
Q3 		$567K Buy
35,856
+7,862
+28% +$119K 0.07% 301
2019
Q2 		$418K Sell
27,994
-1,177
-4% -$17.4K 0.05% 357
2019
Q1 		$413K Sell
29,171
-1,263
-4% -$19.3K 0.05% 344
2018
Q4 		$407K Buy
30,434
+5,297
+21% +$85.1K 0.07% 327
2018
Q3 		$461K Buy
25,137
+305
+1% +$5.74K 0.06% 325
2018
Q2 		$442K Buy
24,832
+1,587
+7% +$29.7K 0.07% 313
2018
Q1 		$432K Sell
23,245
-263
-1% -$4.98K 0.08% 301
2017
Q4 		$439K Buy
23,508
+1,946
+9% +$31.1K 0.08% 299
2017
Q3 		$328K Buy
21,562
+1,521
+8% +$21.9K 0.06% 331
2017
Q2 		$293K Buy
20,041
+59
+0.3% +$831 0.07% 343
2017
Q1 		$290K Buy
19,982
+6,023
+43% +$88.9K 0.08% 330
2016
Q4 		$200K Buy
13,959
+2,387
+21% +$29.5K 0.06% 402
2016
Q3 		$114K Buy
+11,572
New +$108K 0.04% 380
2016
Q1 		– Sell
-17,201
Closed -$165K – 399
2015
Q4 		$165K Buy
17,201
+2,034
+13% +$19.5K 0.06% 321
2015
Q3 		$137K Buy
15,167
+1,398
+10% +$13.8K 0.06% 300
2015
Q2 		$130K Hold
13,769
– – 0.05% 322
2015
Q1 		$130K Buy
13,769
+618
+5% +$5.84K 0.06% 319
2014
Q4 		$139K Buy
+13,151
New +$131K 0.06% 296

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor Partners's RF Position: Q2 2022 in Review

Advisor Partners increased its Regions Financial (RF) stake by 0.47% in Q2 2022, buying an estimated $4.07K and bringing the position to 42,297 shares worth $793K. The position accounts for 0.06% of the portfolio, ranked #346.

Advisor Partners first reported a position in RF in Q4 2014 and has held it in 29 quarters since. The position peaked at $937K in Q1 2022. 803 funds tracked by Wall St. Rank hold RF as of Q2 2022.

  • Advisor Partners held 42,297 shares of Regions Financial worth $793K as of Q2 2022.
  • Advisor Partners bought 197 Regions Financial shares in Q2 2022, an estimated $4.07K.
  • Regions Financial made up 0.06% of Advisor Partners's portfolio in Q2 2022, its #346 holding.
  • Advisor Partners first reported a position in Regions Financial in Q4 2014 and has held it in 29 quarters since.
  • Advisor Partners's Regions Financial position peaked at $937K in Q1 2022.
  • 803 funds tracked by Wall St. Rank held Regions Financial as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.