Baldrige Asset Management’s Regions Financial RF Stock Holding History

Baldrige Asset Management’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
2023 Q1	$37K	Hold	1,974	–	–	0.02%	189
2022 Q4	$43K	Hold	1,974	–	–	0.02%	183
2022 Q3	$40K	Hold	1,974	–	–	0.02%	178
2022 Q2	$37K	Hold	1,974	–	–	0.02%	184
2022 Q1	$44K	Hold	1,974	–	–	0.02%	185
2021 Q4	$43K	Hold	1,974	–	–	0.02%	181
2021 Q3	$42K	Hold	1,974	–	–	0.02%	178
2021 Q2	$40K	Buy	+1,974	New	+$42.7K	0.02%	179

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baldrige Asset Management's RF Position: Q1 2023 in Review

Baldrige Asset Management held its Regions Financial (RF) position steady in Q1 2023 at 1,974 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #189.

Baldrige Asset Management first reported a position in RF in Q2 2021 and has held it in 8 quarters since. The position peaked at $44K in Q1 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

Baldrige Asset Management held 1,974 shares of Regions Financial worth $37K as of Q1 2023.
Baldrige Asset Management left its Regions Financial share count unchanged in Q1 2023.
Regions Financial made up 0.02% of Baldrige Asset Management's portfolio in Q1 2023, its #189 holding.
Baldrige Asset Management first reported a position in Regions Financial in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Regions Financial position peaked at $44K in Q1 2022.
824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.