Crescent Grove Advisors’s Regions Financial RF Stock Holding History

Crescent Grove 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 Q2	–	Sell	-15,500	Closed	-$326K	–	312
2024 Q1	$326K	Hold	15,500	–	–	0.03%	228
2023 Q4	$304K	Hold	15,500	–	–	0.03%	230
2023 Q3	$270K	Hold	15,500	–	–	0.03%	234
2023 Q2	$279K	Hold	15,500	–	–	0.03%	235
2023 Q1	$291K	Hold	15,500	–	–	0.03%	236
2022 Q4	$337K	Hold	15,500	–	–	0.04%	220
2022 Q3	$314K	Hold	15,500	–	–	0.04%	203
2022 Q2	$293K	Hold	15,500	–	–	0.03%	207
2022 Q1	$348K	Buy	15,500 +2,500	+19%	+$58.8K	0.03%	211
2021 Q4	$285K	Buy	13,000 +2,000	+18%	+$45.7K	0.03%	243
2021 Q3	$236K	Buy	11,000 +1,000	+10%	+$19.9K	0.03%	233
2021 Q2	$203K	Hold	10,000	–	–	0.02%	253
2021 Q1	$208K	Hold	10,000	–	–	0.02%	198
2020 Q4	$163K	Buy	+10,000	New	+$145K	0.02%	178

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Crescent Grove Advisors's RF Position: Q2 2024 in Review

Crescent Grove Advisors sold out of Regions Financial (RF) in Q2 2024, closing a stake of 15,500 shares — an estimated $326K sold.

Crescent Grove Advisors first reported a position in RF in Q4 2020 and held it in 14 quarters. The position peaked at $348K in Q1 2022. 817 funds tracked by Wall St. Rank hold RF as of Q2 2024.

Crescent Grove Advisors reported no remaining Regions Financial position as of Q2 2024 after selling out during the quarter.
Crescent Grove Advisors sold 15,500 Regions Financial shares in Q2 2024, an estimated $326K.
Crescent Grove Advisors first reported a position in Regions Financial in Q4 2020 and held it in 14 quarters.
Crescent Grove Advisors's Regions Financial position peaked at $348K in Q1 2022.
817 funds tracked by Wall St. Rank held Regions Financial as of Q2 2024.

Based on Crescent Grove Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.