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Cresset Asset Management’s Regions Financial RF Stock Holding History

Cresset Asset 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 		– Sell
-57,022
Closed -$1.34M – 2125
2024
Q3 		$1.34M Buy
57,022
+3,774
+7% +$82.5K 0.01% 1011
2024
Q2 		$1.08M Buy
53,248
+12,154
+30% +$236K ﹤0.01% 1024
2024
Q1 		$874K Buy
41,094
+2,534
+7% +$47.9K ﹤0.01% 1044
2023
Q4 		$756K Sell
38,560
-9,937
-20% -$165K ﹤0.01% 1017
2023
Q3 		$845K Buy
48,497
+3,105
+7% +$58.8K ﹤0.01% 933
2023
Q2 		$819K Buy
+45,392
New +$801K ﹤0.01% 1043
2022
Q3 		– Sell
-11,423
Closed -$216K – 946
2022
Q2 		$216K Sell
11,423
-21,066
-65% -$435K ﹤0.01% 814
2022
Q1 		$728K Sell
32,489
-6,860
-17% -$161K 0.01% 495
2021
Q4 		$865K Buy
39,349
+23,984
+156% +$549K 0.01% 504
2021
Q3 		$330K Buy
15,365
+21
+0.1% +$418 ﹤0.01% 806
2021
Q2 		$312K Sell
15,344
-5,084
-25% -$110K ﹤0.01% 748
2021
Q1 		$427K Sell
20,428
-7,143
-26% -$140K 0.01% 530
2020
Q4 		$449K Sell
27,571
-364
-1% -$5.26K 0.01% 423
2020
Q3 		$326K Buy
27,935
+2,702
+11% +$30.1K 0.01% 485
2020
Q2 		$285K Buy
25,233
+2,173
+9% +$23.1K 0.01% 480
2020
Q1 		$211K Sell
23,060
-7,347
-24% -$103K 0.01% 499
2019
Q4 		$527K Buy
+30,407
New +$501K 0.01% 296
2019
Q2 		– Sell
-2,227
Closed -$32K – 1410
2019
Q1 		$32K Sell
2,227
-917
-29% -$14K ﹤0.01% 912
2018
Q4 		$42K Buy
+3,144
New +$50.5K ﹤0.01% 532

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Cresset Asset Management's RF Position: Q4 2024 in Review

Cresset Asset Management sold out of Regions Financial (RF) in Q4 2024, closing a stake of 57,022 shares — an estimated $1.34M sold.

Cresset Asset Management first reported a position in RF in Q4 2018 and held it in 19 quarters. The position peaked at $1.34M in Q3 2024. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.

  • Cresset Asset Management reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 57,022 Regions Financial shares in Q4 2024, an estimated $1.34M.
  • Cresset Asset Management first reported a position in Regions Financial in Q4 2018 and held it in 19 quarters.
  • Cresset Asset Management's Regions Financial position peaked at $1.34M in Q3 2024.
  • 953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.