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Buckingham Strategic Wealth’s Regions Financial RF Stock Holding History

Buckingham Strategic 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
Q2 		$353K Buy
17,626
+3,174
+22% +$61.6K ﹤0.01% 556
2024
Q1 		$304K Buy
14,452
+1,620
+13% +$30.6K ﹤0.01% 586
2023
Q4 		$249K Buy
12,832
+912
+8% +$15.1K ﹤0.01% 625
2023
Q3 		$205K Sell
11,920
-313
-3% -$5.93K ﹤0.01% 628
2023
Q2 		$218K Sell
12,233
-976
-7% -$17.2K ﹤0.01% 615
2023
Q1 		$285K Hold
13,209
– – 0.01% 492
2022
Q4 		$285K Sell
13,209
-1,762
-12% -$38.2K 0.01% 494
2022
Q3 		$300K Buy
14,971
+1,460
+11% +$30.8K 0.01% 469
2022
Q2 		$253K Sell
13,511
-6,010
-31% -$124K 0.01% 502
2022
Q1 		$435K Sell
19,521
-2,274
-10% -$53.5K 0.01% 393
2021
Q4 		$475K Buy
21,795
+69
+0.3% +$1.58K 0.01% 378
2021
Q3 		$463K Sell
21,726
-41
-0.2% -$816 0.01% 373
2021
Q2 		$439K Buy
21,767
+7,471
+52% +$162K 0.01% 391
2021
Q1 		$295K Sell
14,296
-1,992
-12% -$38.9K 0.01% 438
2020
Q4 		$263K Buy
+16,288
New +$236K 0.01% 445
2018
Q4 		– Sell
-13,645
Closed -$250K – 379
2018
Q3 		$250K Buy
13,645
+1
+0% +$19 0.04% 303
2018
Q2 		$243K Buy
13,644
+37
+0.3% +$693 0.04% 302
2018
Q1 		$253K Buy
13,607
+2,433
+22% +$46.1K 0.05% 262
2017
Q4 		$193K Buy
+11,174
New +$179K 0.04% 305
2013
Q3 		– Sell
-41,244
Closed -$393K – 142
2013
Q2 		$393K Buy
+41,244
New +$359K 0.22% 75

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Buckingham Strategic Wealth's RF Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Regions Financial (RF) stake by 22% in Q2 2024, buying an estimated $61.6K and bringing the position to 17,626 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Buckingham Strategic Wealth first reported a position in RF in Q2 2013 and has held it in 20 quarters since. The position peaked at $475K in Q4 2021. 817 funds tracked by Wall St. Rank hold RF as of Q2 2024.

  • Buckingham Strategic Wealth held 17,626 shares of Regions Financial worth $353K as of Q2 2024.
  • Buckingham Strategic Wealth bought 3,174 Regions Financial shares in Q2 2024, an estimated $61.6K.
  • Regions Financial made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #556 holding.
  • Buckingham Strategic Wealth first reported a position in Regions Financial in Q2 2013 and has held it in 20 quarters since.
  • Buckingham Strategic Wealth's Regions Financial position peaked at $475K in Q4 2021.
  • 817 funds tracked by Wall St. Rank held Regions Financial as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.