Steward Financial Group’s Regions Financial RF Stock Holding History

Steward Financial Group’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 Q3	$213K	Buy	12,436 +126	+1%	+$2.39K	0.07%	68
2023 Q2	$219K	Sell	12,310 -181	-1%	-$3.19K	0.07%	62
2023 Q1	$231K	Buy	12,491 +143	+1%	+$3.11K	0.08%	40
2022 Q4	$266K	Hold	12,348	–	–	0.13%	31
2022 Q3	$247K	Sell	12,348 -2,834	-19%	-$59.8K	0.18%	42
2022 Q2	$284K	Buy	15,182 +299	+2%	+$6.17K	0.24%	30
2022 Q1	$331K	Hold	14,883	–	–	0.3%	23
2021 Q4	$324K	Buy	+14,883	New	+$340K	0.3%	22

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Steward Financial Group's RF Position: Q3 2023 in Review

Steward Financial Group increased its Regions Financial (RF) stake by 1% in Q3 2023, buying an estimated $2.39K and bringing the position to 12,436 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #68.

Steward Financial Group first reported a position in RF in Q4 2021 and has held it in 8 quarters since. The position peaked at $331K in Q1 2022. 792 funds tracked by Wall St. Rank hold RF as of Q3 2023.

Steward Financial Group held 12,436 shares of Regions Financial worth $213K as of Q3 2023.
Steward Financial Group bought 126 Regions Financial shares in Q3 2023, an estimated $2.39K.
Regions Financial made up 0.07% of Steward Financial Group's portfolio in Q3 2023, its #68 holding.
Steward Financial Group first reported a position in Regions Financial in Q4 2021 and has held it in 8 quarters since.
Steward Financial Group's Regions Financial position peaked at $331K in Q1 2022.
792 funds tracked by Wall St. Rank held Regions Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.