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MOTCO’s Regions Financial RF Stock Holding History

MOTCO’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
-391
Closed -$9.12K – 563
2024
Q3 		$9.12K Buy
+391
New +$8.54K ﹤0.01% 479
2024
Q1 		– Sell
-93
Closed -$1.8K – 764
2023
Q4 		$1.8K Hold
93
– – ﹤0.01% 606
2023
Q3 		$1.6K Hold
93
– – ﹤0.01% 669
2023
Q2 		$1.66K Buy
+93
New +$1.64K ﹤0.01% 688
2021
Q1 		– Sell
-303
Closed -$5K – 762
2020
Q4 		$5K Hold
303
– – ﹤0.01% 590
2020
Q3 		$3K Hold
303
– – ﹤0.01% 561
2020
Q2 		$3K Hold
303
– – ﹤0.01% 519
2020
Q1 		$3K Buy
+303
New +$4.24K ﹤0.01% 525
2019
Q3 		– Sell
-363
Closed -$5K – 697
2019
Q2 		$5K Buy
+363
New +$5.36K ﹤0.01% 721

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

MOTCO's RF Position: Q4 2024 in Review

MOTCO sold out of Regions Financial (RF) in Q4 2024, closing a stake of 391 shares — an estimated $9.12K sold.

MOTCO first reported a position in RF in Q2 2019 and held it in 9 quarters. The position peaked at $9.12K in Q3 2024. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.

  • MOTCO reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
  • MOTCO sold 391 Regions Financial shares in Q4 2024, an estimated $9.12K.
  • MOTCO first reported a position in Regions Financial in Q2 2019 and held it in 9 quarters.
  • MOTCO's Regions Financial position peaked at $9.12K in Q3 2024.
  • 953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on MOTCO's 13F filing for Q4 2024, filed 5 Feb 2025.