RFA
RF icon

Reilly Financial Advisors’s Regions Financial RF Stock Holding History

Reilly Financial 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 		$87K Buy
+4,000
New +$91.5K 0.01% 308

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Reilly Financial Advisors's RF Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Regions Financial (RF) in Q4 2021: 4,000 shares worth $87K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings.

834 funds tracked by Wall St. Rank hold RF as of Q4 2021.

  • Reilly Financial Advisors held 4,000 shares of Regions Financial worth $87K as of Q4 2021.
  • Regions Financial was a new Reilly Financial Advisors position in Q4 2021.
  • Regions Financial made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #308 holding.
  • 834 funds tracked by Wall St. Rank held Regions Financial as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.