SevenOneSeven Capital Management’s Regions Financial RF Stock Holding History

SevenOneSeven Capital Management’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 Q1	–	Sell	-14,867	Closed	-$321K	–	61
2022 Q4	$321K	Buy	14,867 +23	+0.2%	+$499	0.69%	35
2022 Q3	$298K	Sell	14,844 -12,152	-45%	-$257K	0.7%	36
2022 Q2	$506K	Buy	26,996 +391	+1%	+$8.07K	1.18%	19
2022 Q1	$592K	Sell	26,605 -344	-1%	-$8.1K	1.23%	18
2021 Q4	$587K	Buy	26,949 +8,559	+47%	+$196K	1.16%	18
2021 Q3	$392K	Buy	18,390 +633	+4%	+$12.6K	0.99%	23
2021 Q2	$358K	Buy	+17,757	New	+$384K	0.93%	27

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

SevenOneSeven Capital Management's RF Position: Q1 2023 in Review

SevenOneSeven Capital Management sold out of Regions Financial (RF) in Q1 2023, closing a stake of 14,867 shares — an estimated $321K sold.

SevenOneSeven Capital Management first reported a position in RF in Q2 2021 and held it in 7 quarters. The position peaked at $592K in Q1 2022. 824 funds tracked by Wall St. Rank hold RF as of Q1 2023.

SevenOneSeven Capital Management reported no remaining Regions Financial position as of Q1 2023 after selling out during the quarter.
SevenOneSeven Capital Management sold 14,867 Regions Financial shares in Q1 2023, an estimated $321K.
SevenOneSeven Capital Management first reported a position in Regions Financial in Q2 2021 and held it in 7 quarters.
SevenOneSeven Capital Management's Regions Financial position peaked at $592K in Q1 2022.
824 funds tracked by Wall St. Rank held Regions Financial as of Q1 2023.

Based on SevenOneSeven Capital Management's 13F filing for Q1 2023, filed 15 May 2023.