Level Four Financial’s Regions Financial RF Stock Holding History

Level Four Financial’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 Q3	–	Sell	-26,805	Closed	-$541K	–	328
2021 Q2	$541K	Buy	+26,805	New	+$580K	0.23%	116

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Level Four Financial's RF Position: Q3 2021 in Review

Level Four Financial sold out of Regions Financial (RF) in Q3 2021, closing a stake of 26,805 shares — an estimated $541K sold.

Level Four Financial first reported a position in RF in Q2 2021 and held it in 1 quarter. The position peaked at $541K in Q2 2021. 760 funds tracked by Wall St. Rank hold RF as of Q3 2021.

Level Four Financial reported no remaining Regions Financial position as of Q3 2021 after selling out during the quarter.
Level Four Financial sold 26,805 Regions Financial shares in Q3 2021, an estimated $541K.
Level Four Financial first reported a position in Regions Financial in Q2 2021 and held it in 1 quarter.
Level Four Financial's Regions Financial position peaked at $541K in Q2 2021.
760 funds tracked by Wall St. Rank held Regions Financial as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.