EAM
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Empirical Asset Management’s Regions Financial RF Stock Holding History

Empirical 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
Q3 		– Sell
-20,506
Closed -$411K – 349
2024
Q2 		$411K Buy
+20,506
New +$398K 0.15% 191
2022
Q4 		– Sell
-12,409
Closed -$249K – 174
2022
Q3 		$249K Buy
+12,409
New +$262K 0.27% 123

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

Empirical Asset Management's RF Position: Q3 2024 in Review

Empirical Asset Management sold out of Regions Financial (RF) in Q3 2024, closing a stake of 20,506 shares — an estimated $411K sold.

Empirical Asset Management first reported a position in RF in Q3 2022 and held it in 2 quarters. The position peaked at $411K in Q2 2024. 870 funds tracked by Wall St. Rank hold RF as of Q3 2024.

  • Empirical Asset Management reported no remaining Regions Financial position as of Q3 2024 after selling out during the quarter.
  • Empirical Asset Management sold 20,506 Regions Financial shares in Q3 2024, an estimated $411K.
  • Empirical Asset Management first reported a position in Regions Financial in Q3 2022 and held it in 2 quarters.
  • Empirical Asset Management's Regions Financial position peaked at $411K in Q2 2024.
  • 870 funds tracked by Wall St. Rank held Regions Financial as of Q3 2024.

Based on Empirical Asset Management's 13F filing for Q3 2024, filed 11 Oct 2024.