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Bison Wealth’s Regions Financial RF Stock Holding History

Bison Wealth’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
-11,743
Closed -$274K – 401
2024
Q3 		$274K Sell
11,743
-1,478
-11% -$32.3K 0.04% 338
2024
Q2 		$278K Hold
13,221
– – 0.05% 346
2024
Q1 		$278K Buy
13,221
+31
+0.2% +$586 0.05% 346
2023
Q4 		$256K Sell
13,190
-270
-2% -$4.48K 0.05% 343
2023
Q3 		$232K Sell
13,460
-1,620
-11% -$30.7K 0.04% 347
2023
Q2 		$269K Buy
15,080
+836
+6% +$14.8K 0.05% 310
2023
Q1 		$221K Sell
14,244
-18,895
-57% -$411K 0.07% 234
2022
Q4 		$769K Buy
33,139
+1,109
+3% +$24K 0.25% 126
2022
Q3 		$642K Buy
+32,030
New +$676K 0.25% 117
2018
Q2 		– Sell
-25,096
Closed -$466K – 217
2018
Q1 		$466K Sell
25,096
-1,906
-7% -$36.1K 0.36% 80
2017
Q4 		$467K Buy
27,002
+528
+2% +$8.44K 0.34% 81
2017
Q3 		$403K Buy
26,474
+10,372
+64% +$149K 0.32% 88
2017
Q2 		$236K Buy
+16,102
New +$227K 0.2% 145
2017
Q1 		– Sell
-10,657
Closed -$153K – 186
2016
Q4 		$153K Buy
+10,657
New +$132K 0.13% 175
2016
Q2 		– Sell
-16,252
Closed -$128K – 202
2016
Q1 		$128K Buy
+16,252
New +$131K 0.08% 177

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 $1.88B AUM 29.07% 1-Year Est. Return

Bison Wealth's RF Position: Q4 2024 in Review

Bison Wealth sold out of Regions Financial (RF) in Q4 2024, closing a stake of 11,743 shares — an estimated $274K sold.

Bison Wealth first reported a position in RF in Q1 2016 and held it in 15 quarters. The position peaked at $769K in Q4 2022. 954 funds tracked by Wall St. Rank hold RF as of Q4 2024.

  • Bison Wealth reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 11,743 Regions Financial shares in Q4 2024, an estimated $274K.
  • Bison Wealth first reported a position in Regions Financial in Q1 2016 and held it in 15 quarters.
  • Bison Wealth's Regions Financial position peaked at $769K in Q4 2022.
  • 954 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.