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Criterion Capital Advisors’s Regions Financial RF Stock Holding History

Criterion 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
2024
Q4 		$1.4M Hold
70,062
– – 0.88% 34
2024
Q3 		$1.4M Hold
70,062
– – 0.88% 34
2024
Q2 		$1.4M Buy
70,062
+5
+0% +$97 0.88% 34
2024
Q1 		$1.47M Buy
70,057
+6
+0% +$113 0.98% 32
2023
Q4 		$1.36M Buy
+70,051
New +$1.16M 0.99% 27

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

Criterion Capital Advisors's RF Position: Q4 2024 in Review

Criterion Capital Advisors held its Regions Financial (RF) position steady in Q4 2024 at 70,062 shares worth $1.4M. The position accounts for 0.88% of the portfolio, ranked #34.

Criterion Capital Advisors first reported a position in RF in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.47M in Q1 2024. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.

  • Criterion Capital Advisors held 70,062 shares of Regions Financial worth $1.4M as of Q4 2024.
  • Criterion Capital Advisors left its Regions Financial share count unchanged in Q4 2024.
  • Regions Financial made up 0.88% of Criterion Capital Advisors's portfolio in Q4 2024, its #34 holding.
  • Criterion Capital Advisors first reported a position in Regions Financial in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Regions Financial position peaked at $1.47M in Q1 2024.
  • 953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.