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RE Dickinson Investment Advisors’s Regions Financial RF Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$21.4K Hold
911
– – 0.01% 131
2024
Q3 		$21.3K Hold
911
– – 0.01% 128
2024
Q2 		$18.3K Sell
911
-1,115
-55% -$21.6K 0.01% 132
2024
Q1 		$43K Hold
2,026
– – 0.03% 87
2023
Q4 		$39K Hold
2,026
– – 0.03% 91
2023
Q3 		$35K Hold
2,026
– – 0.02% 99
2023
Q2 		$36K Hold
2,026
– – 0.01% 174
2023
Q1 		$38K Hold
2,026
– – 0.01% 177
2022
Q4 		$44K Buy
+2,026
New +$43.9K 0.02% 152

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RE Dickinson Investment Advisors's RF Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Regions Financial (RF) position steady in Q4 2024 at 911 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #131.

RE Dickinson Investment Advisors first reported a position in RF in Q4 2022 and has held it in 9 quarters since. The position peaked at $44K in Q4 2022. 955 funds tracked by Wall St. Rank hold RF as of Q4 2024.

  • RE Dickinson Investment Advisors held 911 shares of Regions Financial worth $21.4K as of Q4 2024.
  • RE Dickinson Investment Advisors left its Regions Financial share count unchanged in Q4 2024.
  • Regions Financial made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #131 holding.
  • RE Dickinson Investment Advisors first reported a position in Regions Financial in Q4 2022 and has held it in 9 quarters since.
  • RE Dickinson Investment Advisors's Regions Financial position peaked at $44K in Q4 2022.
  • 955 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.