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Sittner & Nelson’s Regions Financial RF Stock Holding History

Sittner & Nelson’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
2024
Q1 		– Sell
-4,950
Closed -$95.9K – 510
2023
Q4 		$95.9K Hold
4,950
– – 0.05% 158
2023
Q3 		$85.1K Hold
4,950
– – 0.05% 155
2023
Q2 		$88.2K Hold
4,950
– – 0.05% 158
2023
Q1 		$91.9K Hold
4,950
– – 0.05% 166
2022
Q4 		$107K Buy
+4,950
New +$107K 0.07% 161

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sittner & Nelson's RF Position: Q1 2024 in Review

Sittner & Nelson sold out of Regions Financial (RF) in Q1 2024, closing a stake of 4,950 shares — an estimated $95.9K sold.

Sittner & Nelson first reported a position in RF in Q4 2022 and held it in 5 quarters. The position peaked at $107K in Q4 2022. 795 funds tracked by Wall St. Rank hold RF as of Q1 2024.

  • Sittner & Nelson reported no remaining Regions Financial position as of Q1 2024 after selling out during the quarter.
  • Sittner & Nelson sold 4,950 Regions Financial shares in Q1 2024, an estimated $95.9K.
  • Sittner & Nelson first reported a position in Regions Financial in Q4 2022 and held it in 5 quarters.
  • Sittner & Nelson's Regions Financial position peaked at $107K in Q4 2022.
  • 795 funds tracked by Wall St. Rank held Regions Financial as of Q1 2024.

Based on Sittner & Nelson's 13F filing for Q1 2024, filed 10 May 2024.