Sonora Investment Management’s Regions Financial RF Stock Holding History

Sonora Investment 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
2021 Q3	$15K	Hold	727	–	–	﹤0.01%	699
2021 Q2	$15K	Buy	727 +600	+472%	+$13K	﹤0.01%	640
2021 Q1	$3K	Sell	127 -59	-32%	-$1.15K	﹤0.01%	1634
2020 Q4	$3K	Buy	186 +59	+46%	+$853	﹤0.01%	1562
2020 Q3	$1K	Hold	127	–	–	﹤0.01%	1719
2020 Q2	$1K	Hold	127	–	–	﹤0.01%	1688
2020 Q1	$1K	Buy	+127	New	+$1.78K	﹤0.01%	1594
2019 Q3	–	Sell	-2,000	Closed	-$30K	–	1807
2019 Q2	$30K	Sell	2,000 -23	-1%	-$340	﹤0.01%	686
2019 Q1	$29K	Hold	2,023	–	–	﹤0.01%	645
2018 Q4	$27K	Buy	2,023 +23	+1%	+$370	﹤0.01%	521
2018 Q3	$37K	Hold	2,000	–	–	0.01%	464
2018 Q2	$36K	Hold	2,000	–	–	0.01%	460
2018 Q1	$37.2K	Hold	2,000	–	–	0.01%	440
2017 Q4	$34.6K	Hold	2,000	–	–	0.01%	457
2017 Q3	$30.5K	Hold	2,000	–	–	0.01%	428
2017 Q2	$29.3K	Hold	2,000	–	–	0.01%	419
2017 Q1	$29.1K	Hold	2,000	–	–	0.01%	410
2016 Q4	$28.7K	Buy	+2,000	New	+$24.7K	0.01%	365

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

Sonora Investment Management's RF Position: Q3 2021 in Review

Sonora Investment Management held its Regions Financial (RF) position steady in Q3 2021 at 727 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Sonora Investment Management first reported a position in RF in Q4 2016 and has held it in 18 quarters since. The position peaked at $37.2K in Q1 2018. 760 funds tracked by Wall St. Rank hold RF as of Q3 2021.

Sonora Investment Management held 727 shares of Regions Financial worth $15K as of Q3 2021.
Sonora Investment Management left its Regions Financial share count unchanged in Q3 2021.
Regions Financial made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #699 holding.
Sonora Investment Management first reported a position in Regions Financial in Q4 2016 and has held it in 18 quarters since.
Sonora Investment Management's Regions Financial position peaked at $37.2K in Q1 2018.
760 funds tracked by Wall St. Rank held Regions Financial as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.