FormulaFolio Investments’s Regions Financial RF Stock Holding History

FormulaFolio Investments’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
2021 Q2	$89K	Hold	4,396	–	–	0.03%	115
2021 Q1	$99K	Buy	+4,396	New	+$85.9K	0.03%	109
2019 Q2	–	Sell	-32,615	Closed	-$461K	–	347
2019 Q1	$461K	Buy	32,615 +7,764	+31%	+$119K	0.02%	203
2018 Q4	$456K	Sell	24,851 -348	-1%	-$5.59K	0.02%	216
2018 Q3	$462K	Sell	25,199 -712	-3%	-$13.4K	0.02%	215
2018 Q2	$461K	Buy	+25,911	New	+$485K	0.02%	210
2018 Q1	–	Sell	-37,477	Closed	-$648K	–	299
2017 Q4	$648K	Sell	37,477 -1,717	-4%	-$27.5K	0.04%	142
2017 Q3	$597K	Buy	+39,194	New	+$564K	0.05%	115
2016 Q2	–	Sell	-143,727	Closed	-$1.13M	–	141
2016 Q1	$1.13M	Buy	+143,727	New	+$1.16M	0.2%	47

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FormulaFolio Investments's RF Position: Q2 2021 in Review

FormulaFolio Investments held its Regions Financial (RF) position steady in Q2 2021 at 4,396 shares worth $89K. The position accounts for 0.03% of the portfolio, ranked #115.

FormulaFolio Investments first reported a position in RF in Q1 2016 and has held it in 9 quarters since. The position peaked at $1.13M in Q1 2016. 772 funds tracked by Wall St. Rank hold RF as of Q2 2021.

FormulaFolio Investments held 4,396 shares of Regions Financial worth $89K as of Q2 2021.
FormulaFolio Investments left its Regions Financial share count unchanged in Q2 2021.
Regions Financial made up 0.03% of FormulaFolio Investments's portfolio in Q2 2021, its #115 holding.
FormulaFolio Investments first reported a position in Regions Financial in Q1 2016 and has held it in 9 quarters since.
FormulaFolio Investments's Regions Financial position peaked at $1.13M in Q1 2016.
772 funds tracked by Wall St. Rank held Regions Financial as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.