PWA
RF icon

Pinnacle Wealth Advisors’s Regions Financial RF Stock Holding History

Pinnacle Wealth 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
2021
Q2 		$3.01M Buy
+149,076
New +$3.22M 0.12% 145

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Advisors's RF Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Regions Financial (RF) in Q2 2021: 149,076 shares worth $3.01M. The stake represents 0.12% of the portfolio and ranks #145 among its holdings.

772 funds tracked by Wall St. Rank hold RF as of Q2 2021.

  • Pinnacle Wealth Advisors held 149,076 shares of Regions Financial worth $3.01M as of Q2 2021.
  • Regions Financial was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Regions Financial made up 0.12% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #145 holding.
  • 772 funds tracked by Wall St. Rank held Regions Financial as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.