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Bowling Portfolio Management’s Regions Financial RF Stock Holding History

Bowling Portfolio 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
2022
Q3 		$1.4M Buy
+69,980
New +$1.48M 0.39% 94
2013
Q3 		– Sell
-10,033
Closed -$96K – 117
2013
Q2 		$96K Buy
+10,033
New +$87.4K 0.03% 96

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Bowling Portfolio Management's RF Position: Q3 2022 in Review

Bowling Portfolio Management opened a new position in Regions Financial (RF) in Q3 2022: 69,980 shares worth $1.4M. The stake represents 0.39% of the portfolio and ranks #94 among its holdings. This is a return to the name: Bowling Portfolio Management previously reported a position in RF as recently as Q2 2013.

Bowling Portfolio Management first reported a position in RF in Q2 2013 and has held it in 2 quarters since. 838 funds tracked by Wall St. Rank hold RF as of Q3 2022.

  • Bowling Portfolio Management held 69,980 shares of Regions Financial worth $1.4M as of Q3 2022.
  • Regions Financial was a new Bowling Portfolio Management position in Q3 2022.
  • Regions Financial made up 0.39% of Bowling Portfolio Management's portfolio in Q3 2022, its #94 holding.
  • Bowling Portfolio Management first reported a position in Regions Financial in Q2 2013 and has held it in 2 quarters since.
  • 838 funds tracked by Wall St. Rank held Regions Financial as of Q3 2022.

Based on Bowling Portfolio Management's 13F filing for Q3 2022, filed 4 Oct 2022.