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Lake Street Advisors Group’s Regions Financial RF Stock Holding History

Lake Street Advisors 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
Q4 		$456K Buy
19,173
+436
+2% +$10.8K 0.02% 343
2024
Q3 		$442K Buy
18,737
+275
+1% +$6.01K 0.02% 355
2024
Q2 		$374K Sell
18,462
-142
-0.8% -$2.75K 0.02% 384
2024
Q1 		$396K Buy
18,604
+483
+3% +$9.13K 0.02% 389
2023
Q4 		$356K Buy
18,121
+898
+5% +$14.9K 0.02% 395
2023
Q3 		$296K Buy
17,223
+163
+1% +$3.09K 0.02% 229
2023
Q2 		$304K Sell
17,060
-407
-2% -$7.18K 0.02% 227
2023
Q1 		$324K Sell
17,467
-243
-1% -$5.29K 0.02% 214
2022
Q4 		$382K Sell
17,710
-890
-5% -$19.3K 0.03% 206
2022
Q3 		$373K Buy
18,600
+588
+3% +$12.4K 0.03% 205
2022
Q2 		$338K Sell
18,012
-107
-0.6% -$2.21K 0.02% 181
2022
Q1 		$403K Sell
18,119
-1,977
-10% -$46.5K 0.03% 179
2021
Q4 		$438K Buy
20,096
+2
+0% +$46 0.03% 177
2021
Q3 		$428K Buy
20,094
+2,791
+16% +$55.5K 0.05% 133
2021
Q2 		$360K Sell
17,303
-637
-4% -$13.8K 0.03% 213
2021
Q1 		$371K Buy
17,940
+55
+0.3% +$1.07K 0.03% 198
2020
Q4 		$288K Buy
17,885
+194
+1% +$2.81K 0.02% 231
2020
Q3 		$204K Buy
17,691
+349
+2% +$3.89K 0.02% 266
2020
Q2 		$193K Sell
17,342
-193
-1% -$2.05K 0.02% 259
2020
Q1 		$157K Buy
17,535
+2,435
+16% +$34.1K 0.02% 233
2019
Q4 		$259K Hold
15,100
– – 0.03% 209
2019
Q3 		$227K Buy
15,100
+722
+5% +$10.9K 0.02% 197
2019
Q2 		$215K Buy
14,378
+366
+3% +$5.41K 0.02% 201
2019
Q1 		$198K Buy
14,012
+74
+0.5% +$1.13K 0.02% 220
2018
Q4 		$186K Sell
13,938
-52
-0.4% -$835 0.02% 187
2018
Q3 		$257K Sell
13,990
-4,793
-26% -$90.2K 0.03% 162
2018
Q2 		$334K Sell
18,783
-305
-2% -$5.71K 0.03% 206
2018
Q1 		$355K Sell
19,088
-837
-4% -$15.9K 0.04% 173
2017
Q4 		$344K Buy
+19,925
New +$319K 0.04% 191

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 $1.88B AUM 29.07% 1-Year Est. Return

Lake Street Advisors Group's RF Position: Q4 2024 in Review

Lake Street Advisors Group increased its Regions Financial (RF) stake by 2.3% in Q4 2024, buying an estimated $10.8K and bringing the position to 19,173 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #343.

Lake Street Advisors Group first reported a position in RF in Q4 2017 and has held it in 29 quarters since. 954 funds tracked by Wall St. Rank hold RF as of Q4 2024.

  • Lake Street Advisors Group held 19,173 shares of Regions Financial worth $456K as of Q4 2024.
  • Lake Street Advisors Group bought 436 Regions Financial shares in Q4 2024, an estimated $10.8K.
  • Regions Financial made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #343 holding.
  • Lake Street Advisors Group first reported a position in Regions Financial in Q4 2017 and has held it in 29 quarters since.
  • 954 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.