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Kenfarb & Co’s Regions Financial RF Stock Holding History

Kenfarb & Co’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 		$5.16K Hold
300
– – ﹤0.01% 202
2023
Q2 		$5.34K Hold
300
– – ﹤0.01% 201
2023
Q1 		$5.57K Hold
300
– – 0.01% 198
2022
Q4 		$6.46K Hold
300
– – 0.01% 204
2022
Q3 		$6K Buy
+300
New +$6.33K 0.01% 204

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
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

Kenfarb & Co's RF Position: Q3 2023 in Review

Kenfarb & Co held its Regions Financial (RF) position steady in Q3 2023 at 300 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Kenfarb & Co first reported a position in RF in Q3 2022 and has held it in 5 quarters since. The position peaked at $6.46K in Q4 2022. 792 funds tracked by Wall St. Rank hold RF as of Q3 2023.

  • Kenfarb & Co held 300 shares of Regions Financial worth $5.16K as of Q3 2023.
  • Kenfarb & Co left its Regions Financial share count unchanged in Q3 2023.
  • Regions Financial made up ﹤0.01% of Kenfarb & Co's portfolio in Q3 2023, its #202 holding.
  • Kenfarb & Co first reported a position in Regions Financial in Q3 2022 and has held it in 5 quarters since.
  • Kenfarb & Co's Regions Financial position peaked at $6.46K in Q4 2022.
  • 792 funds tracked by Wall St. Rank held Regions Financial as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.