Paloma Partners’s Regions Financial RF Stock Holding History

Paloma 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 Q4	–	Sell	-16,900	Closed	-$291K	–	913
2023 Q3	$291K	Buy	+16,900	New	+$320K	0.01%	550
2021 Q3	–	Sell	-33,700	Closed	-$680K	–	1739
2021 Q2	$680K	Buy	33,700 +31,000	+1,148%	+$670K	0.01%	840
2021 Q1	$56K	Buy	+2,700	New	+$52.8K	﹤0.01%	1958
2019 Q2	–	Sell	-49,200	Closed	-$696K	–	2101
2019 Q1	$696K	Sell	49,200 -25,000	-34%	-$383K	0.02%	909
2018 Q4	$993K	Buy	74,200 +25,600	+53%	+$411K	0.03%	456
2018 Q3	$892K	Buy	+48,600	New	+$915K	0.02%	794

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Paloma Partners's RF Position: Q3 2024 in Review

Paloma Partners sold out of Regions Financial (RF) in Q3 2024, closing a stake of 10,950 shares — an estimated $219K sold.

Paloma Partners first reported a position in RF in Q2 2013 and held it in 37 quarters. The position peaked at $10.6M in Q4 2017. 870 funds tracked by Wall St. Rank hold RF as of Q3 2024.

Paloma Partners reported no remaining Regions Financial position as of Q3 2024 after selling out during the quarter.
Paloma Partners sold 10,950 Regions Financial shares in Q3 2024, an estimated $219K.
Paloma Partners first reported a position in Regions Financial in Q2 2013 and held it in 37 quarters.
Paloma Partners's Regions Financial position peaked at $10.6M in Q4 2017.
870 funds tracked by Wall St. Rank held Regions Financial as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.