Kowal Investment Group’s Regions Financial RF Stock Holding History

Kowal 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
2021 Q4	–	Sell	-442	Closed	-$9K	–	750
2021 Q3	$9K	Buy	+442	New	+$8.79K	﹤0.01%	528

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Kowal Investment Group's RF Position: Q4 2021 in Review

Kowal Investment Group sold out of Regions Financial (RF) in Q4 2021, closing a stake of 442 shares — an estimated $9K sold.

Kowal Investment Group first reported a position in RF in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 835 funds tracked by Wall St. Rank hold RF as of Q4 2021.

Kowal Investment Group reported no remaining Regions Financial position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 442 Regions Financial shares in Q4 2021, an estimated $9K.
Kowal Investment Group first reported a position in Regions Financial in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Regions Financial position peaked at $9K in Q3 2021.
835 funds tracked by Wall St. Rank held Regions Financial as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.