Wilbanks Smith & Thomas Asset Management’s Regions Financial RF Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q1	–	Sell	-11,863	Closed	-$230K	–	541
2023 Q4	$230K	Hold	11,863	–	–	0.01%	480
2023 Q3	$204K	Hold	11,863	–	–	0.01%	476
2023 Q2	$211K	Buy	11,863 +224	+2%	+$3.95K	0.01%	489
2023 Q1	$216K	Buy	+11,639	New	+$253K	0.01%	476
2021 Q4	–	Sell	-10,690	Closed	-$228K	–	519
2021 Q3	$228K	Buy	+10,690	New	+$213K	0.01%	452
2019 Q2	–	Sell	-13,404	Closed	-$190K	–	432
2019 Q1	$190K	Buy	+13,404	New	+$205K	0.01%	397
2018 Q4	–	Sell	-404	Closed	-$7K	–	1091
2018 Q3	$7K	Buy	+404	New	+$7.6K	﹤0.01%	1137

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Wilbanks Smith & Thomas Asset Management's RF Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management sold out of Regions Financial (RF) in Q1 2024, closing a stake of 11,863 shares — an estimated $230K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in RF in Q3 2018 and held it in 7 quarters. The position peaked at $230K in Q4 2023. 796 funds tracked by Wall St. Rank hold RF as of Q1 2024.

Wilbanks Smith & Thomas Asset Management reported no remaining Regions Financial position as of Q1 2024 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 11,863 Regions Financial shares in Q1 2024, an estimated $230K.
Wilbanks Smith & Thomas Asset Management first reported a position in Regions Financial in Q3 2018 and held it in 7 quarters.
Wilbanks Smith & Thomas Asset Management's Regions Financial position peaked at $230K in Q4 2023.
796 funds tracked by Wall St. Rank held Regions Financial as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.