Cassady Schiller Wealth Management’s Regions Financial RF Stock Holding History

Cassady Schiller Wealth 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
2024 Q4	$7.92K	Buy	337 +101	+43%	+$2.5K	﹤0.01%	363
2024 Q3	$5.5K	Hold	236	–	–	﹤0.01%	343
2024 Q2	$4.73K	Hold	236	–	–	﹤0.01%	349
2024 Q1	$4.96K	Hold	236	–	–	﹤0.01%	371
2023 Q4	$4.57K	Hold	236	–	–	﹤0.01%	364
2023 Q3	$4.06K	Hold	236	–	–	﹤0.01%	383
2023 Q2	$4.21K	Hold	236	–	–	﹤0.01%	394
2023 Q1	$4.38K	Hold	236	–	–	﹤0.01%	368
2022 Q4	$5.09K	Buy	+236	New	+$5.12K	﹤0.01%	366
2022 Q1	–	Sell	-248	Closed	-$5K	–	488
2021 Q4	$5K	Buy	+248	New	+$5.67K	﹤0.01%	357

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Cassady Schiller Wealth Management's RF Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Regions Financial (RF) stake by 43% in Q4 2024, buying an estimated $2.5K and bringing the position to 337 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Cassady Schiller Wealth Management first reported a position in RF in Q4 2021 and has held it in 10 quarters since. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.

Cassady Schiller Wealth Management held 337 shares of Regions Financial worth $7.92K as of Q4 2024.
Cassady Schiller Wealth Management bought 101 Regions Financial shares in Q4 2024, an estimated $2.5K.
Regions Financial made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #363 holding.
Cassady Schiller Wealth Management first reported a position in Regions Financial in Q4 2021 and has held it in 10 quarters since.
953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.