Taika Capital’s Regions Financial RF Stock Holding History

Taika Capital’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
2022 Q4	–	Sell	-280,100	Closed	-$5.62M	–	53
2022 Q3	$5.62M	Buy	280,100 +37,100	+15%	+$783K	3.44%	8
2022 Q2	$4.56M	Buy	+243,000	New	+$5.02M	2.83%	8

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Taika Capital's RF Position: Q4 2022 in Review

Taika Capital sold out of Regions Financial (RF) in Q4 2022, closing a stake of 280,100 shares — an estimated $5.62M sold.

Taika Capital first reported a position in RF in Q2 2022 and held it in 2 quarters. The position peaked at $5.62M in Q3 2022. 881 funds tracked by Wall St. Rank hold RF as of Q4 2022.

Taika Capital reported no remaining Regions Financial position as of Q4 2022 after selling out during the quarter.
Taika Capital sold 280,100 Regions Financial shares in Q4 2022, an estimated $5.62M.
Taika Capital first reported a position in Regions Financial in Q2 2022 and held it in 2 quarters.
Taika Capital's Regions Financial position peaked at $5.62M in Q3 2022.
881 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on Taika Capital's 13F filing for Q4 2022, filed 9 Feb 2023.