Security National Trust’s Regions Financial RF Stock Holding History

Security National Trust’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 Q3	$16K	Hold	778	–	–	﹤0.01%	329
2021 Q2	$16K	Hold	778	–	–	﹤0.01%	337
2021 Q1	$16K	Hold	778	–	–	﹤0.01%	336
2020 Q4	$13K	Hold	778	–	–	﹤0.01%	343
2020 Q3	$9K	Hold	778	–	–	﹤0.01%	357
2020 Q2	$9K	Hold	778	–	–	﹤0.01%	356
2020 Q1	$7K	Hold	778	–	–	﹤0.01%	384
2019 Q4	$13K	Hold	778	–	–	﹤0.01%	350
2019 Q3	$12K	Hold	778	–	–	﹤0.01%	311
2019 Q2	$12K	Hold	778	–	–	﹤0.01%	317
2019 Q1	$11K	Hold	778	–	–	﹤0.01%	328
2018 Q4	$10K	Hold	778	–	–	﹤0.01%	320
2018 Q3	$14K	Hold	778	–	–	﹤0.01%	319
2018 Q2	$14K	Hold	778	–	–	﹤0.01%	328
2018 Q1	$14K	Hold	778	–	–	﹤0.01%	324
2017 Q4	$13K	Hold	778	–	–	﹤0.01%	327
2017 Q3	$12K	Hold	778	–	–	﹤0.01%	338
2017 Q2	$11K	Hold	778	–	–	﹤0.01%	362
2017 Q1	$11K	Hold	778	–	–	﹤0.01%	360
2016 Q4	$11K	Hold	778	–	–	﹤0.01%	361
2016 Q3	$8K	Hold	778	–	–	﹤0.01%	391
2016 Q2	$7K	Hold	778	–	–	﹤0.01%	396
2016 Q1	$6K	Hold	778	–	–	﹤0.01%	407
2015 Q4	$7K	Hold	778	–	–	﹤0.01%	396
2015 Q3	$7K	Hold	778	–	–	﹤0.01%	400
2015 Q2	$8K	Hold	778	–	–	﹤0.01%	413
2015 Q1	$7K	Hold	778	–	–	﹤0.01%	429
2014 Q4	$8K	Hold	778	–	–	﹤0.01%	438
2014 Q3	$8K	Hold	778	–	–	﹤0.01%	432
2014 Q2	$8K	Hold	778	–	–	﹤0.01%	430
2014 Q1	$9K	Hold	778	–	–	﹤0.01%	426
2013 Q4	$8K	Hold	778	–	–	﹤0.01%	431
2013 Q3	$7K	Hold	778	–	–	﹤0.01%	423
2013 Q2	$7K	Buy	+778	New	+$6.78K	﹤0.01%	412

Other funds holding RF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Security National Trust's RF Position: Q3 2021 in Review

Security National Trust held its Regions Financial (RF) position steady in Q3 2021 at 778 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Security National Trust first reported a position in RF in Q2 2013 and has held it in 34 quarters since. 760 funds tracked by Wall St. Rank hold RF as of Q3 2021.

Security National Trust held 778 shares of Regions Financial worth $16K as of Q3 2021.
Security National Trust left its Regions Financial share count unchanged in Q3 2021.
Regions Financial made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #329 holding.
Security National Trust first reported a position in Regions Financial in Q2 2013 and has held it in 34 quarters since.
760 funds tracked by Wall St. Rank held Regions Financial as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.