Regions Financial Corp’s MidCap Financial Investment MFIC Stock Holding History

Regions Financial Corp’s Portfolio MFIC Stock Details MFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-15,000	Closed	-$201K	–	842
2024 Q3	$201K	Buy	+15,000	New	+$212K	﹤0.01%	807
2019 Q2	–	Sell	-999	Closed	-$15K	–	1358
2019 Q1	$15K	Buy	+999	New	+$15K	﹤0.01%	1438

Other funds holding MFIC

TIM

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

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Regions Financial Corp's MFIC Position: Q4 2024 in Review

Regions Financial Corp sold out of MidCap Financial Investment (MFIC) in Q4 2024, closing a stake of 15,000 shares — an estimated $201K sold.

Regions Financial Corp first reported a position in MFIC in Q1 2019 and held it in 2 quarters. The position peaked at $201K in Q3 2024. 173 funds tracked by Wall St. Rank hold MFIC as of Q4 2024.

Regions Financial Corp reported no remaining MidCap Financial Investment position as of Q4 2024 after selling out during the quarter.
Regions Financial Corp sold 15,000 MidCap Financial Investment shares in Q4 2024, an estimated $201K.
Regions Financial Corp first reported a position in MidCap Financial Investment in Q1 2019 and held it in 2 quarters.
Regions Financial Corp's MidCap Financial Investment position peaked at $201K in Q3 2024.
173 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2024.

Based on Regions Financial Corp's 13F filing for Q4 2024, filed 14 Feb 2025.