Mendel Capital Management’s Regions Financial RF Stock Holding History

Mendel Capital Management’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	-10,516	Closed	-$245K	–	95
2024 Q3	$245K	Hold	10,516	–	–	0.15%	86
2024 Q2	$211K	Hold	10,516	–	–	0.14%	93
2024 Q1	$221K	Hold	10,516	–	–	0.15%	90
2023 Q4	$204K	Buy	+10,516	New	+$175K	0.15%	88
2023 Q3	–	Sell	-10,450	Closed	-$186K	–	93
2023 Q2	$186K	Hold	10,450	–	–	0.15%	89
2023 Q1	$194K	Hold	10,450	–	–	0.18%	83
2022 Q4	$225K	Hold	10,450	–	–	0.23%	62
2022 Q3	$210K	Hold	10,450	–	–	0.25%	60
2022 Q2	$196K	Hold	10,450	–	–	0.22%	64
2022 Q1	$233K	Hold	10,450	–	–	0.22%	63
2021 Q4	$228K	Buy	+10,450	New	+$239K	0.21%	66

Other funds holding RF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Mendel Capital Management's RF Position: Q4 2024 in Review

Mendel Capital Management sold out of Regions Financial (RF) in Q4 2024, closing a stake of 10,516 shares — an estimated $245K sold.

Mendel Capital Management first reported a position in RF in Q4 2021 and held it in 11 quarters. The position peaked at $245K in Q3 2024. 954 funds tracked by Wall St. Rank hold RF as of Q4 2024.

Mendel Capital Management reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
Mendel Capital Management sold 10,516 Regions Financial shares in Q4 2024, an estimated $245K.
Mendel Capital Management first reported a position in Regions Financial in Q4 2021 and held it in 11 quarters.
Mendel Capital Management's Regions Financial position peaked at $245K in Q3 2024.
954 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Mendel Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.