Safeguard Financial’s Regions Financial RF Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-331	Closed	-$5K	–	438
2023 Q2	$5K	Buy	+331	New	+$5.84K	﹤0.01%	405

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Safeguard Financial's RF Position: Q3 2023 in Review

Safeguard Financial sold out of Regions Financial (RF) in Q3 2023, closing a stake of 331 shares — an estimated $5K sold.

Safeguard Financial first reported a position in RF in Q2 2023 and held it in 1 quarter. The position peaked at $5K in Q2 2023. 792 funds tracked by Wall St. Rank hold RF as of Q3 2023.

Safeguard Financial reported no remaining Regions Financial position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 331 Regions Financial shares in Q3 2023, an estimated $5K.
Safeguard Financial first reported a position in Regions Financial in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Regions Financial position peaked at $5K in Q2 2023.
792 funds tracked by Wall St. Rank held Regions Financial as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.