Unique Wealth Strategies’s Regions Financial RF Stock Holding History

Unique Wealth Strategies’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	-35	Closed	-$736	–	568
2024 Q2	$736	Buy	+35	New	+$679	﹤0.01%	575

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Unique Wealth Strategies's RF Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Regions Financial (RF) in Q3 2024, closing a stake of 35 shares — an estimated $736 sold.

Unique Wealth Strategies first reported a position in RF in Q2 2024 and held it in 1 quarter. The position peaked at $736 in Q2 2024. 870 funds tracked by Wall St. Rank hold RF as of Q3 2024.

Unique Wealth Strategies reported no remaining Regions Financial position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 35 Regions Financial shares in Q3 2024, an estimated $736.
Unique Wealth Strategies first reported a position in Regions Financial in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Regions Financial position peaked at $736 in Q2 2024.
870 funds tracked by Wall St. Rank held Regions Financial as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.