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Operose Advisors’s Regions Financial RF Stock Holding History

Operose Advisors’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
-942
Closed -$22K – 593
2024
Q3 		$22K Hold
942
– – 0.01% 391
2024
Q2 		$18.9K Hold
942
– – 0.01% 364
2024
Q1 		$19.8K Hold
942
– – 0.01% 392
2023
Q4 		$18.3K Hold
942
– – 0.01% 375
2023
Q3 		$16.2K Buy
+942
New +$17.8K 0.01% 504

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

Operose Advisors's RF Position: Q4 2024 in Review

Operose Advisors sold out of Regions Financial (RF) in Q4 2024, closing a stake of 942 shares — an estimated $22K sold.

Operose Advisors first reported a position in RF in Q3 2023 and held it in 5 quarters. The position peaked at $22K in Q3 2024. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.

  • Operose Advisors reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 942 Regions Financial shares in Q4 2024, an estimated $22K.
  • Operose Advisors first reported a position in Regions Financial in Q3 2023 and held it in 5 quarters.
  • Operose Advisors's Regions Financial position peaked at $22K in Q3 2024.
  • 953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.