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Bedel Financial Consulting’s Regions Financial RF Stock Holding History

Bedel Financial Consulting’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 		– Sell
-1,142
Closed -$25K – 727
2022
Q1 		$25K Buy
1,142
+6
+0.5% +$141 0.01% 510
2021
Q4 		$25K Buy
1,136
+6
+0.5% +$137 0.01% 525
2021
Q3 		$24K Buy
1,130
+6
+0.5% +$119 0.01% 519
2021
Q2 		$23K Buy
1,124
+6
+0.5% +$130 0.01% 533
2021
Q1 		$23K Buy
1,118
+8
+0.7% +$156 0.01% 495
2020
Q4 		$18K Sell
1,110
-680
-38% -$9.83K 0.01% 466
2020
Q3 		$21K Buy
1,790
+20
+1% +$223 0.01% 416
2020
Q2 		$20K Buy
1,770
+27
+2% +$287 0.01% 408
2020
Q1 		$16K Buy
1,743
+13
+0.8% +$182 0.01% 416
2019
Q4 		$30K Sell
1,730
-506
-23% -$8.33K 0.02% 363
2019
Q3 		$35K Sell
2,236
-1,858
-45% -$28.1K 0.02% 324
2019
Q2 		$61K Buy
4,094
+36
+0.9% +$532 0.04% 256
2019
Q1 		$57K Buy
4,058
+38
+0.9% +$582 0.04% 254
2018
Q4 		$54K Hold
4,020
– – 0.04% 239
2018
Q3 		$69K Buy
4,020
+48
+1% +$903 0.05% 236
2018
Q2 		$71K Buy
3,972
+18
+0.5% +$337 0.05% 230
2018
Q1 		$73K Buy
+3,954
New +$74.9K 0.06% 228

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bedel Financial Consulting's RF Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Regions Financial (RF) in Q2 2022, closing a stake of 1,142 shares — an estimated $25K sold.

Bedel Financial Consulting first reported a position in RF in Q1 2018 and held it in 17 quarters. The position peaked at $73K in Q1 2018. 802 funds tracked by Wall St. Rank hold RF as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Regions Financial position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,142 Regions Financial shares in Q2 2022, an estimated $25K.
  • Bedel Financial Consulting first reported a position in Regions Financial in Q1 2018 and held it in 17 quarters.
  • Bedel Financial Consulting's Regions Financial position peaked at $73K in Q1 2018.
  • 802 funds tracked by Wall St. Rank held Regions Financial as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.