CPG
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Custom Portfolio Group’s Regions Financial RF Stock Holding History

Custom Portfolio Group’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 		$4.06K Hold
200
– – ﹤0.01% 194
2024
Q1 		$4.26K Hold
200
– – ﹤0.01% 194
2023
Q4 		$3.92K Buy
+200
New +$3.32K ﹤0.01% 192

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Custom Portfolio Group's RF Position: Q2 2024 in Review

Custom Portfolio Group held its Regions Financial (RF) position steady in Q2 2024 at 200 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Custom Portfolio Group first reported a position in RF in Q4 2023 and has held it in 3 quarters since. The position peaked at $4.26K in Q1 2024. 819 funds tracked by Wall St. Rank hold RF as of Q2 2024.

  • Custom Portfolio Group held 200 shares of Regions Financial worth $4.06K as of Q2 2024.
  • Custom Portfolio Group left its Regions Financial share count unchanged in Q2 2024.
  • Regions Financial made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #194 holding.
  • Custom Portfolio Group first reported a position in Regions Financial in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Regions Financial position peaked at $4.26K in Q1 2024.
  • 819 funds tracked by Wall St. Rank held Regions Financial as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.