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SpiderRock Advisors’s Regions Financial RF Stock Holding History

SpiderRock Advisors’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
Q3 		$539K Buy
23,095
+135
+0.6% +$2.95K 0.01% 609
2024
Q2 		$460K Sell
22,960
-365
-2% -$7.08K 0.01% 581
2024
Q1 		$447K Buy
+23,325
New +$441K 0.01% 548

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

SpiderRock Advisors's RF Position: Q3 2024 in Review

SpiderRock Advisors increased its Regions Financial (RF) stake by 0.59% in Q3 2024, buying an estimated $2.95K and bringing the position to 23,095 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #609.

SpiderRock Advisors first reported a position in RF in Q1 2024 and has held it in 3 quarters since. 871 funds tracked by Wall St. Rank hold RF as of Q3 2024.

  • SpiderRock Advisors held 23,095 shares of Regions Financial worth $539K as of Q3 2024.
  • SpiderRock Advisors bought 135 Regions Financial shares in Q3 2024, an estimated $2.95K.
  • Regions Financial made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #609 holding.
  • SpiderRock Advisors first reported a position in Regions Financial in Q1 2024 and has held it in 3 quarters since.
  • 871 funds tracked by Wall St. Rank held Regions Financial as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.