RJFSA
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Raymond James Financial Services Advisors’s Regions Financial RF Stock Holding History

Raymond James Financial Services 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
Q1 		– Sell
-20,000
Closed -$11K – 3258
2020
Q4 		$11K Buy
+20,000
New +$289K ﹤0.01% 2970

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Financial Services Advisors's RF Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Regions Financial (RF) stake by 7.2% in Q3 2024, selling an estimated $475K and leaving 281,332 shares worth $6.56M. The position accounts for 0.01% of the portfolio, ranked #1091.

Raymond James Financial Services Advisors first reported a position in RF in Q2 2014 and has held it in 42 quarters since. The position peaked at $13.3M in Q1 2022. 871 funds tracked by Wall St. Rank hold RF as of Q3 2024.

  • Raymond James Financial Services Advisors held 281,332 shares of Regions Financial worth $6.56M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 21,712 Regions Financial shares in Q3 2024, an estimated $475K.
  • Regions Financial made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1091 holding.
  • Raymond James Financial Services Advisors first reported a position in Regions Financial in Q2 2014 and has held it in 42 quarters since.
  • Raymond James Financial Services Advisors's Regions Financial position peaked at $13.3M in Q1 2022.
  • 871 funds tracked by Wall St. Rank held Regions Financial as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.