Cadence Bank NA’s Regions Financial RF Stock Holding History

Cadence Bank NA’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	–	Sell	-17,996	Closed	-$338K	–	161
2022 Q2	$338K	Hold	17,996	–	–	0.11%	151
2022 Q1	$400K	Sell	17,996 -149	-0.8%	-$3.51K	0.11%	144
2021 Q4	$396K	Hold	18,145	–	–	0.11%	148
2021 Q3	$387K	Hold	18,145	–	–	0.12%	146
2021 Q2	$366K	Hold	18,145	–	–	0.11%	154
2021 Q1	$375K	Hold	18,145	–	–	0.12%	148
2020 Q4	$292K	Hold	18,145	–	–	0.1%	159
2020 Q3	$209K	Hold	18,145	–	–	0.08%	172
2020 Q2	$202K	Buy	18,145 +69	+0.4%	+$734	0.09%	169
2020 Q1	$162K	Buy	18,076 +1,500	+9%	+$21K	0.08%	157
2019 Q4	$284K	Buy	16,576 +4,127	+33%	+$67.9K	0.1%	158
2019 Q3	$197K	Buy	12,449 +231	+2%	+$3.49K	0.08%	173
2019 Q2	$183K	Hold	12,218	–	–	0.07%	171
2019 Q1	$173K	Hold	12,218	–	–	0.07%	167
2018 Q4	$163K	Buy	+12,218	New	+$196K	0.07%	157
2014 Q1	–	Sell	-16,316	Closed	-$161K	–	153
2013 Q4	$161K	Buy	16,316 +72	+0.4%	+$693	0.09%	157
2013 Q3	$150K	Sell	16,244 -2,910	-15%	-$28.5K	0.09%	137
2013 Q2	$183K	Buy	+19,154	New	+$167K	0.1%	137

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cadence Bank NA's RF Position: Q3 2022 in Review

Cadence Bank NA sold out of Regions Financial (RF) in Q3 2022, closing a stake of 17,996 shares — an estimated $338K sold.

Cadence Bank NA first reported a position in RF in Q2 2013 and held it in 18 quarters. The position peaked at $400K in Q1 2022. 837 funds tracked by Wall St. Rank hold RF as of Q3 2022.

Cadence Bank NA reported no remaining Regions Financial position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 17,996 Regions Financial shares in Q3 2022, an estimated $338K.
Cadence Bank NA first reported a position in Regions Financial in Q2 2013 and held it in 18 quarters.
Cadence Bank NA's Regions Financial position peaked at $400K in Q1 2022.
837 funds tracked by Wall St. Rank held Regions Financial as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.