KIG
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Kessler Investment Group’s Regions Financial RF Stock Holding History

Kessler Investment Group’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
Q1 		– Sell
-3,672
Closed -$71.2K – 210
2023
Q4 		$71.2K Sell
3,672
-94
-2% -$1.56K 0.04% 91
2023
Q3 		$64.8K Sell
3,766
-807
-18% -$15.3K 0.05% 86
2023
Q2 		$81.5K Sell
4,573
-238,685
-98% -$4.21M 0.06% 84
2023
Q1 		$4.51M Buy
243,258
+233,566
+2,410% +$5.09M 3.05% 12
2022
Q4 		$209K Buy
9,692
+130
+1% +$2.82K 0.22% 53
2022
Q3 		$192K Buy
9,562
+286
+3% +$6.04K 0.16% 58
2022
Q2 		$174K Sell
9,276
-905
-9% -$18.7K 0.15% 63
2022
Q1 		$227K Buy
10,181
+16
+0.2% +$376 0.13% 73
2021
Q4 		$222K Buy
+10,165
New +$232K 0.12% 74
2018
Q4 		– Sell
-50,797
Closed -$932K – 135
2018
Q3 		$932K Sell
50,797
-5,165
-9% -$97.2K 0.96% 32
2018
Q2 		$995K Sell
55,962
-2,529
-4% -$47.4K 1.19% 27
2018
Q1 		$1.09M Sell
58,491
-6,531
-10% -$124K 1.38% 27
2017
Q4 		$1.12M Buy
+65,022
New +$1.04M 1.41% 26
2017
Q2 		– Sell
-232,725
Closed -$3.38M – 103
2017
Q1 		$3.38M Sell
232,725
-3,207
-1% -$47.3K 4.32% 6
2016
Q4 		$3.39M Buy
+235,932
New +$2.92M 4.07% 6
2016
Q1 		– Sell
-168,168
Closed -$1.61M – 105
2015
Q4 		$1.61M Buy
168,168
+9,135
+6% +$87.7K 2.55% 19
2015
Q3 		$1.43M Buy
159,033
+4,719
+3% +$46.6K 2.36% 22
2015
Q2 		$1.6M Buy
154,314
+3,245
+2% +$32.7K 2.55% 16
2015
Q1 		$1.43M Buy
151,069
+12,772
+9% +$121K 2.42% 19
2014
Q4 		$1.46M Buy
138,297
+8,996
+7% +$89.9K 2.39% 16
2014
Q3 		$1.3M Buy
129,301
+2,812
+2% +$28.7K 2.28% 17
2014
Q2 		$1.34M Buy
126,489
+1,421
+1% +$14.8K 2.36% 15
2014
Q1 		$1.39M Buy
125,068
+7,043
+6% +$74.2K 2.94% 9
2013
Q4 		$1.17M Buy
+118,025
New +$1.14M 2.17% 19

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kessler Investment Group's RF Position: Q1 2024 in Review

Kessler Investment Group sold out of Regions Financial (RF) in Q1 2024, closing a stake of 3,672 shares — an estimated $71.2K sold.

Kessler Investment Group first reported a position in RF in Q4 2013 and held it in 24 quarters. The position peaked at $4.51M in Q1 2023. 795 funds tracked by Wall St. Rank hold RF as of Q1 2024.

  • Kessler Investment Group reported no remaining Regions Financial position as of Q1 2024 after selling out during the quarter.
  • Kessler Investment Group sold 3,672 Regions Financial shares in Q1 2024, an estimated $71.2K.
  • Kessler Investment Group first reported a position in Regions Financial in Q4 2013 and held it in 24 quarters.
  • Kessler Investment Group's Regions Financial position peaked at $4.51M in Q1 2023.
  • 795 funds tracked by Wall St. Rank held Regions Financial as of Q1 2024.

Based on Kessler Investment Group's 13F filing for Q1 2024, filed 22 Apr 2024.