IFO
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Independent Family Office’s Regions Financial RF Stock Holding History

Independent Family Office’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
Q2 		– Sell
-40,659
Closed -$755K – 72
2023
Q1 		$755K Hold
40,659
– – 0.44% 38
2022
Q4 		$877K Buy
40,659
+88
+0.2% +$1.91K 0.53% 36
2022
Q3 		$814K Buy
40,571
+4,649
+13% +$98.2K 0.4% 37
2022
Q2 		$674 Sell
35,922
-5,800
-14% -$120K 0.33% 39
2022
Q1 		$929K Buy
+41,722
New +$982K 0.3% 36

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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Independent Family Office's RF Position: Q2 2023 in Review

Independent Family Office sold out of Regions Financial (RF) in Q2 2023, closing a stake of 40,659 shares — an estimated $755K sold.

Independent Family Office first reported a position in RF in Q1 2022 and held it in 5 quarters. The position peaked at $929K in Q1 2022. 786 funds tracked by Wall St. Rank hold RF as of Q2 2023.

  • Independent Family Office reported no remaining Regions Financial position as of Q2 2023 after selling out during the quarter.
  • Independent Family Office sold 40,659 Regions Financial shares in Q2 2023, an estimated $755K.
  • Independent Family Office first reported a position in Regions Financial in Q1 2022 and held it in 5 quarters.
  • Independent Family Office's Regions Financial position peaked at $929K in Q1 2022.
  • 786 funds tracked by Wall St. Rank held Regions Financial as of Q2 2023.

Based on Independent Family Office's 13F filing for Q2 2023, filed 25 Jul 2023.