Ranch Capital Advisors’s Regions Financial RF Stock Holding History

Ranch Capital 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 Q4	–	Sell	-3,147	Closed	-$67K	–	476
2021 Q3	$67K	Buy	+3,147	New	+$62.6K	0.04%	236
2021 Q2	–	Sell	-947	Closed	-$20.5K	–	556
2021 Q1	$19K	Hold	947	–	–	0.01%	482
2020 Q4	$15K	Buy	947 +200	+27%	+$2.89K	0.01%	545
2020 Q3	$8K	Hold	747	–	–	0.01%	664
2020 Q2	$8K	Hold	747	–	–	0.01%	692
2020 Q1	$6K	Hold	747	–	–	0.01%	689
2019 Q4	$13K	Buy	+747	New	+$12.3K	0.01%	611

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Ranch Capital Advisors's RF Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Regions Financial (RF) in Q4 2021, closing a stake of 3,147 shares — an estimated $67K sold.

Ranch Capital Advisors first reported a position in RF in Q4 2019 and held it in 7 quarters. The position peaked at $67K in Q3 2021. 835 funds tracked by Wall St. Rank hold RF as of Q4 2021.

Ranch Capital Advisors reported no remaining Regions Financial position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 3,147 Regions Financial shares in Q4 2021, an estimated $67K.
Ranch Capital Advisors first reported a position in Regions Financial in Q4 2019 and held it in 7 quarters.
Ranch Capital Advisors's Regions Financial position peaked at $67K in Q3 2021.
835 funds tracked by Wall St. Rank held Regions Financial as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.