SSC
RF icon

Syverson Strege & Co’s Regions Financial RF Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-570
Closed -$10.6K – 492
2023
Q1 		$10.6K Buy
570
+119
+26% +$2.59K ﹤0.01% 248
2022
Q4 		$9.73K Buy
451
+4
+0.9% +$87 ﹤0.01% 197
2022
Q3 		$9K Buy
447
+4
+0.9% +$84 ﹤0.01% 188
2022
Q2 		$8K Buy
443
+4
+0.9% +$83 ﹤0.01% 239
2022
Q1 		$10K Buy
439
+3
+0.7% +$71 0.01% 198
2021
Q4 		$10K Sell
436
-106
-20% -$2.42K 0.01% 204
2021
Q3 		$12K Buy
542
+113
+26% +$2.25K 0.01% 228
2021
Q2 		$9K Buy
429
+3
+0.7% +$65 0.01% 204
2021
Q1 		$9K Buy
426
+4
+0.9% +$78 0.01% 198
2020
Q4 		$7K Buy
+422
New +$6.1K 0.01% 192

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Syverson Strege & Co's RF Position: Q2 2023 in Review

Syverson Strege & Co sold out of Regions Financial (RF) in Q2 2023, closing a stake of 570 shares — an estimated $10.6K sold.

Syverson Strege & Co first reported a position in RF in Q4 2020 and held it in 10 quarters. The position peaked at $12K in Q3 2021. 786 funds tracked by Wall St. Rank hold RF as of Q2 2023.

  • Syverson Strege & Co reported no remaining Regions Financial position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 570 Regions Financial shares in Q2 2023, an estimated $10.6K.
  • Syverson Strege & Co first reported a position in Regions Financial in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's Regions Financial position peaked at $12K in Q3 2021.
  • 786 funds tracked by Wall St. Rank held Regions Financial as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.