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LMR Partners’s Regions Financial RF Stock Holding History

LMR Partners’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 		– Sell
-78,197
Closed -$1.82M – 1537
2024
Q3 		$1.82M Buy
+78,197
New +$1.71M 0.01% 627
2023
Q2 		– Sell
-1,178,493
Closed -$21.9M – 1073
2023
Q1 		$21.9M Buy
+1,178,493
New +$25.7M 0.34% 78
2021
Q3 		– Sell
-36,038
Closed -$727K – 1160
2021
Q2 		$727K Sell
36,038
-37,830
-51% -$818K 0.01% 612
2021
Q1 		$1.53M Buy
73,868
+3,166
+4% +$61.9K 0.04% 386
2020
Q4 		$1.14M Buy
70,702
+17,970
+34% +$260K 0.02% 264
2020
Q3 		$608K Sell
52,732
-297,774
-85% -$3.32M 0.01% 256
2020
Q2 		$3.9M Buy
+350,506
New +$3.73M 0.1% 148
2020
Q1 		– Sell
-15,717
Closed -$270 – 411
2019
Q4 		$270 Buy
+15,717
New +$259K ﹤0.01% 362
2019
Q3 		– Sell
-16,118
Closed -$241K – 500
2019
Q2 		$241K Sell
16,118
-5,586
-26% -$82.5K 0.01% 354
2019
Q1 		$307K Buy
+21,704
New +$332K 0.02% 306
2018
Q3 		– Sell
-46,291
Closed -$823K – 474
2018
Q2 		$823K Sell
46,291
-1,232
-3% -$23.1K 0.04% 198
2018
Q1 		$821K Hold
47,523
– – 0.08% 204
2017
Q4 		$821K Buy
47,523
+28,796
+154% +$460K 0.08% 204
2017
Q3 		$285K Sell
18,727
-219,590
-92% -$3.16M 0.03% 237
2017
Q2 		$3.49M Buy
+238,317
New +$3.35M 0.22% 86
2017
Q1 		– Sell
-139,178
Closed -$2M – 463
2016
Q4 		$2M Buy
139,178
+95,523
+219% +$1.18M 0.31% 63
2016
Q3 		$431K Sell
43,655
-30,647
-41% -$287K 0.04% 277
2016
Q2 		$632K Sell
74,302
-29,398
-28% -$266K 0.1% 256
2016
Q1 		$815 Buy
+103,700
New +$834K 0.09% 207
2015
Q3 		– Sell
-27,815
Closed -$288K – 452
2015
Q2 		$288K Buy
+27,815
New +$280K 0.04% 364

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 $1.6B AUM 20.7% 1-Year Est. Return

LMR Partners's RF Position: Q4 2024 in Review

LMR Partners sold out of Regions Financial (RF) in Q4 2024, closing a stake of 78,197 shares — an estimated $1.82M sold.

LMR Partners first reported a position in RF in Q2 2015 and held it in 20 quarters. The position peaked at $21.9M in Q1 2023. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.

  • LMR Partners reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
  • LMR Partners sold 78,197 Regions Financial shares in Q4 2024, an estimated $1.82M.
  • LMR Partners first reported a position in Regions Financial in Q2 2015 and held it in 20 quarters.
  • LMR Partners's Regions Financial position peaked at $21.9M in Q1 2023.
  • 953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on LMR Partners's 13F filing for Q4 2024, filed 14 Feb 2025.