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Spartan Planning & Wealth Management’s Regions Financial RF Stock Holding History

Spartan Planning & Wealth 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
Q4 		$46.8K Buy
+2,417
New +$40.1K 0.05% 142
2022
Q4 		$178K Buy
8,264
+259
+3% +$5.62K 0.22% 66
2022
Q3 		$161K Buy
+8,005
New +$169K 0.21% 31

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Spartan Planning & Wealth Management's RF Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in Regions Financial (RF) in Q4 2023: 2,417 shares worth $46.8K. The stake represents 0.05% of the portfolio and ranks #142 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in RF as recently as Q4 2022.

Spartan Planning & Wealth Management first reported a position in RF in Q3 2022 and has held it in 3 quarters since. The position peaked at $178K in Q4 2022. 812 funds tracked by Wall St. Rank hold RF as of Q4 2023.

  • Spartan Planning & Wealth Management held 2,417 shares of Regions Financial worth $46.8K as of Q4 2023.
  • Regions Financial was a new Spartan Planning & Wealth Management position in Q4 2023.
  • Regions Financial made up 0.05% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #142 holding.
  • Spartan Planning & Wealth Management first reported a position in Regions Financial in Q3 2022 and has held it in 3 quarters since.
  • Spartan Planning & Wealth Management's Regions Financial position peaked at $178K in Q4 2022.
  • 812 funds tracked by Wall St. Rank held Regions Financial as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.