Lumature Wealth Partners’s Regions Financial RF Stock Holding History

Lumature Wealth 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
2023 Q2	$14.3K	Buy	803 +1	+0.1%	+$18	0.01%	293
2023 Q1	$14.9K	Buy	802 +1	+0.1%	+$22	0.01%	290
2022 Q4	$17.3K	Buy	801 +1	+0.1%	+$22	0.01%	278
2022 Q3	$16K	Buy	800 +100	+14%	+$2.11K	0.01%	296
2022 Q2	$13K	Hold	700	–	–	0.01%	311
2022 Q1	$16K	Hold	700	–	–	0.01%	317
2021 Q4	$15K	Hold	700	–	–	0.01%	313
2021 Q3	$15K	Hold	700	–	–	0.01%	318
2021 Q2	$14K	Hold	700	–	–	0.01%	279
2021 Q1	$14K	Buy	+700	New	+$13.7K	0.01%	276

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Lumature Wealth Partners's RF Position: Q2 2023 in Review

Lumature Wealth Partners increased its Regions Financial (RF) stake by 0.12% in Q2 2023, buying an estimated $18 and bringing the position to 803 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #293.

Lumature Wealth Partners first reported a position in RF in Q1 2021 and has held it in 10 quarters since. The position peaked at $17.3K in Q4 2022. 787 funds tracked by Wall St. Rank hold RF as of Q2 2023.

Lumature Wealth Partners held 803 shares of Regions Financial worth $14.3K as of Q2 2023.
Lumature Wealth Partners bought 1 Regions Financial share in Q2 2023, an estimated $18.
Regions Financial made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #293 holding.
Lumature Wealth Partners first reported a position in Regions Financial in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Regions Financial position peaked at $17.3K in Q4 2022.
787 funds tracked by Wall St. Rank held Regions Financial as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.