RJA
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Raymond James & Associates’s Regions Financial RF Stock Holding History

Raymond James & Associates’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
Q1 		– Sell
-16,400
Closed -$1K – 4089
2020
Q4 		$1K Buy
+16,400
New +$237K ﹤0.01% 3752

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

Raymond James & Associates's RF Position: Q3 2024 in Review

Raymond James & Associates reduced its Regions Financial (RF) stake by 9.2% in Q3 2024, selling an estimated $2.24M and leaving 1,007,309 shares worth $23.5M. The position accounts for 0.01% of the portfolio, ranked #734.

Raymond James & Associates first reported a position in RF in Q2 2013 and has held it in 46 quarters since. The position peaked at $90.3M in Q4 2019. 871 funds tracked by Wall St. Rank hold RF as of Q3 2024.

  • Raymond James & Associates held 1,007,309 shares of Regions Financial worth $23.5M as of Q3 2024.
  • Raymond James & Associates sold 102,279 Regions Financial shares in Q3 2024, an estimated $2.24M.
  • Regions Financial made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #734 holding.
  • Raymond James & Associates first reported a position in Regions Financial in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's Regions Financial position peaked at $90.3M in Q4 2019.
  • 871 funds tracked by Wall St. Rank held Regions Financial as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.