Barden Capital Management’s Regions Financial RF Stock Holding History

Barden Capital 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 Q3	–	Sell	-41,885	Closed	-$746K	–	69
2023 Q2	$746K	Sell	41,885 -1,750	-4%	-$30.9K	0.82%	52
2023 Q1	$810K	Buy	43,635 +398	+0.9%	+$8.67K	0.77%	53
2022 Q4	$931K	Buy	43,237 +1,125	+3%	+$24.4K	0.95%	46
2022 Q3	$845K	Buy	42,112 +1,024	+2%	+$21.6K	0.98%	46
2022 Q2	$773K	Buy	41,088 +4,260	+12%	+$87.9K	0.84%	47
2022 Q1	$820K	Buy	+36,828	New	+$867K	0.8%	50

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Barden Capital Management's RF Position: Q3 2023 in Review

Barden Capital Management sold out of Regions Financial (RF) in Q3 2023, closing a stake of 41,885 shares — an estimated $746K sold.

Barden Capital Management first reported a position in RF in Q1 2022 and held it in 6 quarters. The position peaked at $931K in Q4 2022. 792 funds tracked by Wall St. Rank hold RF as of Q3 2023.

Barden Capital Management reported no remaining Regions Financial position as of Q3 2023 after selling out during the quarter.
Barden Capital Management sold 41,885 Regions Financial shares in Q3 2023, an estimated $746K.
Barden Capital Management first reported a position in Regions Financial in Q1 2022 and held it in 6 quarters.
Barden Capital Management's Regions Financial position peaked at $931K in Q4 2022.
792 funds tracked by Wall St. Rank held Regions Financial as of Q3 2023.

Based on Barden Capital Management's 13F filing for Q3 2023, filed 15 Nov 2023.