ECG
RF icon

Edge Capital Group’s Regions Financial RF Stock Holding History

Edge Capital 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
Q4 		$665K Sell
9
-28,232
-100% -$698K 0.03% 192
2024
Q3 		$659K Buy
28,241
+12
+0% +$262 0.03% 199
2024
Q2 		$566K Buy
28,229
+95
+0.3% +$1.84K 0.03% 201
2024
Q1 		$592K Hold
28,134
– – 0.03% 200
2023
Q4 		$545K Buy
28,134
+12,896
+85% +$214K 0.03% 200
2023
Q3 		$262K Hold
15,238
– – 0.02% 247
2023
Q2 		$272K Sell
15,238
-3,669
-19% -$64.8K 0.02% 269
2023
Q1 		$351K Sell
18,907
-1,544
-8% -$33.6K 0.02% 239
2022
Q4 		$441K Sell
20,451
-76
-0.4% -$1.65K 0.03% 204
2022
Q3 		$412K Sell
20,527
-3,468
-14% -$73.2K 0.03% 196
2022
Q2 		$1.63M Buy
23,995
+3,935
+20% +$81.2K 0.14% 113
2022
Q1 		$447K Buy
20,060
+126
+0.6% +$2.96K 0.03% 217
2021
Q4 		$435K Buy
19,934
+125
+0.6% +$2.86K 0.03% 210
2021
Q3 		$422K Buy
19,809
+120
+0.6% +$2.39K 0.03% 202
2021
Q2 		$397K Buy
19,689
+119
+0.6% +$2.57K 0.03% 208
2021
Q1 		$404K Buy
19,570
+153
+0.8% +$2.99K 0.03% 198
2020
Q4 		$313K Buy
19,417
+209
+1% +$3.02K 0.03% 208
2020
Q3 		$221K Buy
19,208
+176
+0.9% +$1.96K 0.02% 224
2020
Q2 		$212K Buy
19,032
+247
+1% +$2.63K 0.02% 205
2020
Q1 		$169K Sell
18,785
-2,052
-10% -$28.7K 0.02% 200
2019
Q4 		$358K Buy
20,837
+213
+1% +$3.51K 0.03% 191
2019
Q3 		$326K Sell
20,624
-5,099
-20% -$77.1K 0.03% 196
2019
Q2 		$384K Sell
25,723
-144
-0.6% -$2.13K 0.04% 197
2019
Q1 		$366K Sell
25,867
-292
-1% -$4.47K 0.04% 197
2018
Q4 		$350K Buy
+26,159
New +$420K 0.04% 187

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

Edge Capital Group's RF Position: Q4 2024 in Review

Edge Capital Group reduced its Regions Financial (RF) stake by 100% in Q4 2024, selling an estimated $698K and leaving 9 shares worth $665K. The position accounts for 0.03% of the portfolio, ranked #192.

Edge Capital Group first reported a position in RF in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.63M in Q2 2022. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.

  • Edge Capital Group held 9 shares of Regions Financial worth $665K as of Q4 2024.
  • Edge Capital Group sold 28,232 Regions Financial shares in Q4 2024, an estimated $698K.
  • Regions Financial made up 0.03% of Edge Capital Group's portfolio in Q4 2024, its #192 holding.
  • Edge Capital Group first reported a position in Regions Financial in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Regions Financial position peaked at $1.63M in Q2 2022.
  • 953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.