Column Capital Advisors’s Regions Financial RF Stock Holding History

Column Capital 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
2023 Q3	$2.75K	Sell	160 -27	-14%	-$511	﹤0.01%	658
2023 Q2	$3.33K	Sell	187 -286	-60%	-$5.05K	﹤0.01%	658
2023 Q1	$8.78K	Hold	473	–	–	﹤0.01%	573
2022 Q4	$10.2K	Hold	473	–	–	﹤0.01%	522
2022 Q3	$9K	Hold	473	–	–	﹤0.01%	490
2022 Q2	$9K	Hold	473	–	–	﹤0.01%	498
2022 Q1	$11K	Hold	473	–	–	﹤0.01%	491
2021 Q4	$10K	Hold	473	–	–	﹤0.01%	513
2021 Q3	$10K	Hold	473	–	–	﹤0.01%	473
2021 Q2	$10K	Hold	473	–	–	﹤0.01%	481
2021 Q1	$10K	Hold	473	–	–	﹤0.01%	470
2020 Q4	$8K	Hold	473	–	–	﹤0.01%	494
2020 Q3	$5K	Hold	473	–	–	﹤0.01%	530
2020 Q2	$5K	Hold	473	–	–	﹤0.01%	584
2020 Q1	$4K	Hold	473	–	–	﹤0.01%	517
2019 Q4	$8K	Buy	+473	New	+$7.79K	﹤0.01%	475

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Column Capital Advisors's RF Position: Q3 2023 in Review

Column Capital Advisors reduced its Regions Financial (RF) stake by 14% in Q3 2023, selling an estimated $511 and leaving 160 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Column Capital Advisors first reported a position in RF in Q4 2019 and has held it in 16 quarters since. The position peaked at $11K in Q1 2022. 793 funds tracked by Wall St. Rank hold RF as of Q3 2023.

Column Capital Advisors held 160 shares of Regions Financial worth $2.75K as of Q3 2023.
Column Capital Advisors sold 27 Regions Financial shares in Q3 2023, an estimated $511.
Regions Financial made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #658 holding.
Column Capital Advisors first reported a position in Regions Financial in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Regions Financial position peaked at $11K in Q1 2022.
793 funds tracked by Wall St. Rank held Regions Financial as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.