WFA
RF icon

Wipfli Financial Advisors’s Regions Financial RF Stock Holding History

Wipfli Financial Advisors’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
Q3 		$396K Buy
+19,581
New +$413K 0.03% 273

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wipfli Financial Advisors's RF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Regions Financial (RF) in Q3 2022: 19,581 shares worth $396K. The stake represents 0.03% of the portfolio and ranks #273 among its holdings.

837 funds tracked by Wall St. Rank hold RF as of Q3 2022.

  • Wipfli Financial Advisors held 19,581 shares of Regions Financial worth $396K as of Q3 2022.
  • Regions Financial was a new Wipfli Financial Advisors position in Q3 2022.
  • Regions Financial made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #273 holding.
  • 837 funds tracked by Wall St. Rank held Regions Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.