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Strategic Value Bank Partners’s Regions Financial RF Stock Holding History

Strategic Value Bank Partners’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 		– Sell
-290,439
Closed -$5.82M – 20
2024
Q2 		$5.82M Sell
290,439
-2,772
-0.9% -$53.8K 3.86% 13
2024
Q1 		$6.17M Sell
293,211
-25,000
-8% -$473K 4.03% 13
2023
Q4 		$6.17M Hold
318,211
– – 3.01% 16
2023
Q3 		$5.47M Hold
318,211
– – 3.33% 15
2023
Q2 		$5.67M Buy
318,211
+10,411
+3% +$184K 3.72% 11
2023
Q1 		$5.71M Buy
+307,800
New +$6.7M 3.35% 14

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Strategic Value Bank Partners's RF Position: Q3 2024 in Review

Strategic Value Bank Partners sold out of Regions Financial (RF) in Q3 2024, closing a stake of 290,439 shares — an estimated $5.82M sold.

Strategic Value Bank Partners first reported a position in RF in Q1 2023 and held it in 6 quarters. The position peaked at $6.17M in Q1 2024. 872 funds tracked by Wall St. Rank hold RF as of Q3 2024.

  • Strategic Value Bank Partners reported no remaining Regions Financial position as of Q3 2024 after selling out during the quarter.
  • Strategic Value Bank Partners sold 290,439 Regions Financial shares in Q3 2024, an estimated $5.82M.
  • Strategic Value Bank Partners first reported a position in Regions Financial in Q1 2023 and held it in 6 quarters.
  • Strategic Value Bank Partners's Regions Financial position peaked at $6.17M in Q1 2024.
  • 872 funds tracked by Wall St. Rank held Regions Financial as of Q3 2024.

Based on Strategic Value Bank Partners's 13F filing for Q3 2024, filed 14 Nov 2024.