Householder Group Estate & Retirement Specialist’s Regions Financial RF Stock Holding History

Householder Group Estate & Retirement Specialist’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	–	Sell	-2,541	Closed	-$59K	–	1048
2024 Q3	$59K	Buy	2,541 +22	+0.9%	+$481	0.02%	453
2024 Q2	$50K	Buy	2,519 +20	+0.8%	+$388	0.01%	475
2024 Q1	$52.6K	Buy	2,499 +23	+0.9%	+$435	0.02%	462
2023 Q4	$48K	Buy	2,476 +24	+1%	+$398	0.02%	467
2023 Q3	$42.2K	Buy	+2,452	New	+$46.4K	0.02%	482
2023 Q1	$13K	Buy	+700	New	+$15.2K	0.01%	739

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's RF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Regions Financial (RF) in Q4 2024, closing a stake of 2,541 shares — an estimated $59K sold.

Householder Group Estate & Retirement Specialist first reported a position in RF in Q1 2023 and held it in 6 quarters. The position peaked at $59K in Q3 2024. 954 funds tracked by Wall St. Rank hold RF as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 2,541 Regions Financial shares in Q4 2024, an estimated $59K.
Householder Group Estate & Retirement Specialist first reported a position in Regions Financial in Q1 2023 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Regions Financial position peaked at $59K in Q3 2024.
954 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.