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Perpetual Ltd’s Regions Financial RF Stock Holding History

Perpetual Ltd’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
2020
Q3 		$704K Hold
61,054
– – 0.05% 202
2020
Q2 		$679K Hold
61,054
– – 0.06% 145
2020
Q1 		$548K Buy
+61,054
New +$855K 0.08% 153
2017
Q3 		– Sell
-87,649
Closed -$1.28M – 228
2017
Q2 		$1.28M Hold
87,649
– – 0.1% 156
2017
Q1 		$1.26M Hold
87,649
– – 0.13% 104
2016
Q4 		$1.26M Buy
87,649
+8,322
+10% +$103K 0.19% 69
2016
Q3 		$783K Buy
+79,327
New +$743K 0.06% 180

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Perpetual Ltd's RF Position: Q3 2020 in Review

Perpetual Ltd held its Regions Financial (RF) position steady in Q3 2020 at 61,054 shares worth $704K. The position accounts for 0.05% of the portfolio, ranked #202.

Perpetual Ltd first reported a position in RF in Q3 2016 and has held it in 7 quarters since. The position peaked at $1.28M in Q2 2017. 648 funds tracked by Wall St. Rank hold RF as of Q3 2020.

  • Perpetual Ltd held 61,054 shares of Regions Financial worth $704K as of Q3 2020.
  • Perpetual Ltd left its Regions Financial share count unchanged in Q3 2020.
  • Regions Financial made up 0.05% of Perpetual Ltd's portfolio in Q3 2020, its #202 holding.
  • Perpetual Ltd first reported a position in Regions Financial in Q3 2016 and has held it in 7 quarters since.
  • Perpetual Ltd's Regions Financial position peaked at $1.28M in Q2 2017.
  • 648 funds tracked by Wall St. Rank held Regions Financial as of Q3 2020.

Based on Perpetual Ltd's 13F filing for Q3 2020, filed 8 Dec 2020.