Loomis, Sayles & Company
RF icon

Loomis, Sayles & Company’s Regions Financial RF Stock Holding History

Loomis, Sayles & Company’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
Q2 		– Sell
-1,930
Closed -$41K – 746
2024
Q1 		$41K Sell
1,930
-158
-8% -$2.99K ﹤0.01% 637
2023
Q4 		$40K Buy
+2,088
New +$34.6K ﹤0.01% 630
2023
Q3 		– Sell
-265
Closed -$5K – 1006
2023
Q2 		$5K Sell
265
-1,166
-81% -$20.6K ﹤0.01% 860
2023
Q1 		$27K Buy
1,431
+841
+143% +$18.3K ﹤0.01% 696
2022
Q4 		$13K Sell
590
-89
-13% -$1.93K ﹤0.01% 780
2022
Q3 		$14K Buy
679
+590
+663% +$12.5K ﹤0.01% 646
2022
Q2 		$2K Sell
89
-234
-72% -$4.83K ﹤0.01% 875
2022
Q1 		$7K Sell
323
-722
-69% -$17K ﹤0.01% 757
2021
Q4 		$23K Sell
1,045
-733
-41% -$16.8K ﹤0.01% 678
2021
Q3 		$38K Buy
1,778
+606
+52% +$12.1K ﹤0.01% 618
2021
Q2 		$24K Sell
1,172
-532
-31% -$11.5K ﹤0.01% 654
2021
Q1 		$35K Sell
1,704
-1,271
-43% -$24.8K ﹤0.01% 587
2020
Q4 		$48K Buy
2,975
+929
+45% +$13.4K ﹤0.01% 545
2020
Q3 		$24K Buy
+2,046
New +$22.8K ﹤0.01% 611
2020
Q1 		– Sell
-4,263
Closed -$73K – 785
2019
Q4 		$73K Buy
4,263
+374
+10% +$6.16K ﹤0.01% 648
2019
Q3 		$62K Buy
+3,889
New +$58.8K ﹤0.01% 631
2017
Q4 		– Sell
-1,174
Closed -$18K – 923
2017
Q3 		$18K Buy
1,174
+270
+30% +$3.88K ﹤0.01% 762
2017
Q2 		$13K Sell
904
-600
-40% -$8.45K ﹤0.01% 788
2017
Q1 		$22K Buy
+1,504
New +$22.2K ﹤0.01% 765
2016
Q2 		– Sell
-1,133
Closed -$9K – 1105
2016
Q1 		$9K Sell
1,133
-2,003
-64% -$16.1K ﹤0.01% 844
2015
Q4 		$30K Hold
3,136
– – ﹤0.01% 758
2015
Q3 		$28K Buy
+3,136
New +$31K ﹤0.01% 823

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

Loomis, Sayles & Company's RF Position: Q2 2024 in Review

Loomis, Sayles & Company sold out of Regions Financial (RF) in Q2 2024, closing a stake of 1,930 shares — an estimated $41K sold.

Loomis, Sayles & Company first reported a position in RF in Q3 2015 and held it in 22 quarters. The position peaked at $73K in Q4 2019. 817 funds tracked by Wall St. Rank hold RF as of Q2 2024.

  • Loomis, Sayles & Company reported no remaining Regions Financial position as of Q2 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 1,930 Regions Financial shares in Q2 2024, an estimated $41K.
  • Loomis, Sayles & Company first reported a position in Regions Financial in Q3 2015 and held it in 22 quarters.
  • Loomis, Sayles & Company's Regions Financial position peaked at $73K in Q4 2019.
  • 817 funds tracked by Wall St. Rank held Regions Financial as of Q2 2024.

Based on Loomis, Sayles & Company's 13F filing for Q2 2024, filed 13 Aug 2024.