IWP
RF icon

Icon Wealth Partners’s Regions Financial RF Stock Holding History

Icon Wealth Partners’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
2023
Q3 		$241K Buy
+13,998
New +$265K 0.03% 258
2019
Q2 		– Sell
-39
Closed -$1K – 628
2019
Q1 		$1K Buy
+39
New +$597 ﹤0.01% 870

Other funds holding RF

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Icon Wealth Partners's RF Position: Q3 2023 in Review

Icon Wealth Partners opened a new position in Regions Financial (RF) in Q3 2023: 13,998 shares worth $241K. The stake represents 0.03% of the portfolio and ranks #258 among its holdings. This is a return to the name: Icon Wealth Partners previously reported a position in RF as recently as Q1 2019.

Icon Wealth Partners first reported a position in RF in Q1 2019 and has held it in 2 quarters since. 792 funds tracked by Wall St. Rank hold RF as of Q3 2023.

  • Icon Wealth Partners held 13,998 shares of Regions Financial worth $241K as of Q3 2023.
  • Regions Financial was a new Icon Wealth Partners position in Q3 2023.
  • Regions Financial made up 0.03% of Icon Wealth Partners's portfolio in Q3 2023, its #258 holding.
  • Icon Wealth Partners first reported a position in Regions Financial in Q1 2019 and has held it in 2 quarters since.
  • 792 funds tracked by Wall St. Rank held Regions Financial as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.