Itau Unibanco Holding S.A.’s Regions Financial RF Stock Holding History

Itau Unibanco Holding S.A.’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	-4,136	Closed	-$76.8K	–	595
2023 Q1	$76.8K	Sell	4,136 -1,327	-24%	-$28.9K	﹤0.01%	293
2022 Q4	$118K	Buy	+5,463	New	+$118K	﹤0.01%	264
2020 Q2	–	Sell	-6,105	Closed	-$55K	–	372
2020 Q1	$55K	Buy	+6,105	New	+$85.5K	﹤0.01%	236
2019 Q3	–	Sell	-20,345	Closed	-$304K	–	600
2019 Q2	$304K	Buy	+20,345	New	+$300K	0.01%	461
2018 Q3	–	Sell	-627	Closed	-$11K	–	750
2018 Q2	$11K	Buy	+627	New	+$11.7K	﹤0.01%	697
2017 Q4	–	Sell	-16,273	Closed	-$784K	–	616
2017 Q3	$784K	Buy	16,273 +14,663	+911%	+$211K	0.05%	208
2017 Q2	$24K	Sell	1,610 -530	-25%	-$7.46K	﹤0.01%	396
2017 Q1	$31K	Buy	+2,140	New	+$31.6K	﹤0.01%	306

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Itau Unibanco Holding S.A.'s RF Position: Q2 2023 in Review

Itau Unibanco Holding S.A. sold out of Regions Financial (RF) in Q2 2023, closing a stake of 4,136 shares — an estimated $76.8K sold.

Itau Unibanco Holding S.A. first reported a position in RF in Q1 2017 and held it in 8 quarters. The position peaked at $784K in Q3 2017. 786 funds tracked by Wall St. Rank hold RF as of Q2 2023.

Itau Unibanco Holding S.A. reported no remaining Regions Financial position as of Q2 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 4,136 Regions Financial shares in Q2 2023, an estimated $76.8K.
Itau Unibanco Holding S.A. first reported a position in Regions Financial in Q1 2017 and held it in 8 quarters.
Itau Unibanco Holding S.A.'s Regions Financial position peaked at $784K in Q3 2017.
786 funds tracked by Wall St. Rank held Regions Financial as of Q2 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2023, filed 14 Aug 2023.