Claris Advisors’s Regions Financial RF Stock Holding History

Claris Advisors’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	–	Sell	-2,434	Closed	-$56.8K	–	903
2024 Q3	$56.8K	Buy	+2,434	New	+$53.2K	0.02%	115

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

Claris Advisors's RF Position: Q4 2024 in Review

Claris Advisors sold out of Regions Financial (RF) in Q4 2024, closing a stake of 2,434 shares — an estimated $56.8K sold.

Claris Advisors first reported a position in RF in Q3 2024 and held it in 1 quarter. The position peaked at $56.8K in Q3 2024. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.

Claris Advisors reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2,434 Regions Financial shares in Q4 2024, an estimated $56.8K.
Claris Advisors first reported a position in Regions Financial in Q3 2024 and held it in 1 quarter.
Claris Advisors's Regions Financial position peaked at $56.8K in Q3 2024.
953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.