Capital World Investors’s Regions Financial RF Stock Holding History

Capital World Investors’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	–	Sell	-1,500,000	Closed	-$27.8M	–	522
2023 Q1	$27.8M	Sell	1,500,000 -8,569,900	-85%	-$187M	0.01%	415
2022 Q4	$217M	Hold	10,069,900	–	–	0.05%	267
2022 Q3	$202M	Hold	10,069,900	–	–	0.05%	268
2022 Q2	$189M	Hold	10,069,900	–	–	0.04%	282
2022 Q1	$224M	Hold	10,069,900	–	–	0.04%	288
2021 Q4	$220M	Hold	10,069,900	–	–	0.03%	306
2021 Q3	$215M	Sell	10,069,900 -13,853,557	-58%	-$276M	0.04%	302
2021 Q2	$483M	Buy	23,923,457 +965,121	+4%	+$20.9M	0.08%	216
2021 Q1	$474M	Sell	22,958,336 -6,957,677	-23%	-$136M	0.09%	202
2020 Q4	$482M	Sell	29,916,013 -14,318,527	-32%	-$207M	0.09%	201
2020 Q3	$510M	Buy	44,234,540 +5,328,939	+14%	+$59.4M	0.11%	181
2020 Q2	$433M	Buy	38,905,601 +6,693,707	+21%	+$71.2M	0.1%	180
2020 Q1	$289M	Buy	+32,211,894	New	+$451M	0.08%	197

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Capital World Investors's RF Position: Q2 2023 in Review

Capital World Investors sold out of Regions Financial (RF) in Q2 2023, closing a stake of 1,500,000 shares — an estimated $27.8M sold.

Capital World Investors first reported a position in RF in Q1 2020 and held it in 13 quarters. The position peaked at $510M in Q3 2020. 786 funds tracked by Wall St. Rank hold RF as of Q2 2023.

Capital World Investors reported no remaining Regions Financial position as of Q2 2023 after selling out during the quarter.
Capital World Investors sold 1,500,000 Regions Financial shares in Q2 2023, an estimated $27.8M.
Capital World Investors first reported a position in Regions Financial in Q1 2020 and held it in 13 quarters.
Capital World Investors's Regions Financial position peaked at $510M in Q3 2020.
786 funds tracked by Wall St. Rank held Regions Financial as of Q2 2023.

Based on Capital World Investors's 13F filing for Q2 2023, filed 11 Aug 2023.