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Jamison Private Wealth Management’s Regions Financial RF Stock Holding History

Jamison Private Wealth Management’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
-5,250
Closed -$122K – 405
2024
Q3 		$122K Buy
5,250
+14
+0.3% +$306 0.02% 218
2024
Q2 		$105K Buy
5,236
+14
+0.3% +$272 0.02% 215
2024
Q1 		$110K Sell
5,222
-2,778
-35% -$52.5K 0.02% 211
2023
Q4 		$155K Buy
8,000
+17
+0.2% +$282 0.03% 181
2023
Q3 		$137K Buy
+7,983
New +$151K 0.03% 179

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Jamison Private Wealth Management's RF Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Regions Financial (RF) in Q4 2024, closing a stake of 5,250 shares — an estimated $122K sold.

Jamison Private Wealth Management first reported a position in RF in Q3 2023 and held it in 5 quarters. The position peaked at $155K in Q4 2023. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 5,250 Regions Financial shares in Q4 2024, an estimated $122K.
  • Jamison Private Wealth Management first reported a position in Regions Financial in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Regions Financial position peaked at $155K in Q4 2023.
  • 953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.