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B.O.S.S. Retirement Advisors’s Regions Financial RF Stock Holding History

B.O.S.S. Retirement Advisors’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
2024
Q4 		– Sell
-73,117
Closed -$1.71M – 277
2024
Q3 		$1.71M Buy
73,117
+1,814
+3% +$39.6K 0.34% 78
2024
Q2 		$1.43M Buy
+71,303
New +$1.38M 0.37% 74

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

B.O.S.S. Retirement Advisors's RF Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Regions Financial (RF) in Q4 2024, closing a stake of 73,117 shares — an estimated $1.71M sold.

B.O.S.S. Retirement Advisors first reported a position in RF in Q2 2024 and held it in 2 quarters. The position peaked at $1.71M in Q3 2024. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 73,117 Regions Financial shares in Q4 2024, an estimated $1.71M.
  • B.O.S.S. Retirement Advisors first reported a position in Regions Financial in Q2 2024 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's Regions Financial position peaked at $1.71M in Q3 2024.
  • 953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.