MUMSS
RF icon

Mitsubishi UFJ Morgan Stanley Securities’s Regions Financial RF Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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
Q1 		– Sell
-1,040
Closed -$22K – 158
2022
Q4 		$22K Buy
+1,040
New +$22.6K 0.19% 69
2014
Q2 		– Sell
-2,710
Closed -$30K – 282
2014
Q1 		$30K Buy
+2,710
New +$28.5K 0.08% 100

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's RF Position: Q1 2023 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of Regions Financial (RF) in Q1 2023, closing a stake of 1,040 shares — an estimated $22K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in RF in Q1 2014 and held it in 2 quarters. The position peaked at $30K in Q1 2014. 825 funds tracked by Wall St. Rank hold RF as of Q1 2023.

  • Mitsubishi UFJ Morgan Stanley Securities reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
  • Mitsubishi UFJ Morgan Stanley Securities sold 1,040 Regions Financial shares in Q1 2023, an estimated $22K.
  • Mitsubishi UFJ Morgan Stanley Securities first reported a position in Regions Financial in Q1 2014 and held it in 2 quarters.
  • Mitsubishi UFJ Morgan Stanley Securities's Regions Financial position peaked at $30K in Q1 2014.
  • 825 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q1 2023, filed 2 May 2023.