Sunburst Financial Group’s Regions Financial RF Stock Holding History

Sunburst 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
2026 Q2	$947K	Hold	31,342	–	–	0.16%	60
2026 Q1	$819K	Sell	31,342 -50	-0.2%	-$1.4K	0.16%	59
2025 Q4	$851K	Sell	31,392 -145	-0.5%	-$3.7K	0.17%	55
2025 Q3	$832K	Sell	31,537 -937	-3%	-$24.3K	0.18%	50
2025 Q2	$764K	Sell	32,474 -2,200	-6%	-$46.6K	0.17%	50
2025 Q1	$753K	Sell	34,674 -1,432	-4%	-$33.4K	0.19%	52
2024 Q4	$849K	Sell	36,106 -1,000	-3%	-$24.7K	0.21%	48
2024 Q3	$866K	Buy	37,106 +5,945	+19%	+$130K	0.22%	53
2024 Q2	$624K	Sell	31,161 -300	-1%	-$5.82K	0.17%	62
2024 Q1	$647K	Sell	31,461 -1,490	-5%	-$28.2K	0.18%	62
2023 Q4	$639K	Hold	32,951	–	–	0.2%	58
2023 Q3	$567K	Sell	32,951 -21,463	-39%	-$407K	0.2%	53
2023 Q2	$970K	Buy	54,414 +31,539	+138%	+$557K	0.34%	41
2023 Q1	$425K	Sell	22,875 -530	-2%	-$11.5K	0.16%	63
2022 Q4	$505K	Buy	23,405 +1,132	+5%	+$24.5K	0.2%	58
2022 Q3	$447K	Buy	22,273 +1,262	+6%	+$26.6K	0.22%	55
2022 Q2	$394K	Hold	21,011	–	–	0.19%	61
2022 Q1	$468K	Sell	21,011 -1,000	-5%	-$23.5K	0.23%	48
2021 Q4	$480K	Buy	22,011 +349	+2%	+$7.98K	0.24%	44
2021 Q3	$462K	Hold	21,662	–	–	0.29%	41
2021 Q2	$437K	Hold	21,662	–	–	0.28%	42
2021 Q1	$448K	Hold	21,662	–	–	0.31%	39
2020 Q4	$349K	Sell	21,662 -2,112	-9%	-$30.5K	0.26%	41
2020 Q3	$274K	Sell	23,774 -4,911	-17%	-$54.8K	0.23%	46
2020 Q2	$319K	Sell	28,685 -1,230	-4%	-$13.1K	0.29%	39
2020 Q1	$268K	Buy	29,915 +160	+0.5%	+$2.24K	0.28%	43
2019 Q4	$511K	Buy	+29,755	New	+$490K	0.45%	29

Other funds holding RF

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return