BerganKDV Wealth Management’s Regions Financial RF Stock Holding History

BerganKDV Wealth 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 Q2	$11.7K	Hold	657	–	–	﹤0.01%	542
2023 Q1	$12.2K	Hold	657	–	–	﹤0.01%	575
2022 Q4	$14.2K	Hold	657	–	–	﹤0.01%	532
2022 Q3	$13K	Hold	657	–	–	﹤0.01%	543
2022 Q2	$12K	Hold	657	–	–	﹤0.01%	563
2022 Q1	$15K	Hold	657	–	–	﹤0.01%	552
2021 Q4	$14K	Sell	657 -75	-10%	-$1.72K	﹤0.01%	604
2021 Q3	$16K	Buy	732 +75	+11%	+$1.49K	﹤0.01%	564
2021 Q2	$13K	Hold	657	–	–	﹤0.01%	569
2021 Q1	$14K	Hold	657	–	–	﹤0.01%	532
2020 Q4	$11K	Hold	657	–	–	﹤0.01%	561
2020 Q3	$8K	Hold	657	–	–	﹤0.01%	534
2020 Q2	$7K	Sell	657 -53	-7%	-$564	﹤0.01%	589
2020 Q1	$6K	Hold	710	–	–	﹤0.01%	563
2019 Q4	$12K	Buy	710 +57	+9%	+$938	﹤0.01%	512
2019 Q3	$10K	Hold	653	–	–	﹤0.01%	504
2019 Q2	$10K	Hold	653	–	–	﹤0.01%	520
2019 Q1	$9K	Hold	653	–	–	﹤0.01%	543
2018 Q4	$9K	Buy	653 +53	+9%	+$852	﹤0.01%	500
2018 Q3	$11K	Hold	600	–	–	﹤0.01%	481
2018 Q2	$11K	Buy	+600	New	+$11.2K	﹤0.01%	490

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

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

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

BerganKDV Wealth Management's RF Position: Q2 2023 in Review

BerganKDV Wealth Management held its Regions Financial (RF) position steady in Q2 2023 at 657 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

BerganKDV Wealth Management first reported a position in RF in Q2 2018 and has held it in 21 quarters since. The position peaked at $16K in Q3 2021. 786 funds tracked by Wall St. Rank hold RF as of Q2 2023.

BerganKDV Wealth Management held 657 shares of Regions Financial worth $11.7K as of Q2 2023.
BerganKDV Wealth Management left its Regions Financial share count unchanged in Q2 2023.
Regions Financial made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #542 holding.
BerganKDV Wealth Management first reported a position in Regions Financial in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Regions Financial position peaked at $16K in Q3 2021.
786 funds tracked by Wall St. Rank held Regions Financial as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.