RF REGIONS FINL CORP NEW

Ownership history in Bison Wealth, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in REGIONS FINL CORP NEW (RF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.36% (2018 Q1)
Avg. % of fund
0.15%
First filed
2016 Q1
Last filed
2024 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 11,743 -1,478 -11.2% 0.04% $274K $21.94
2024 Q2 UNCHANGED 13,221 0% 0.05% $278K $18.65
2024 Q1 ADDED 13,221 +31 +0.2% 0.05% $278K $19.33
2023 Q4 REDUCED 13,190 -270 -2.0% 0.05% $256K $17.58
2023 Q3 REDUCED 13,460 -1,620 -10.7% 0.04% $232K $15.38
2023 Q2 ADDED 15,080 +836 +5.9% 0.05% $269K $15.73
2023 Q1 REDUCED 14,244 -18,895 -57.0% 0.07% $221K $16.20
2022 Q4 ADDED 33,139 +1,109 +3.5% 0.25% $769K $18.64
2022 Q3 ADDED 32,030 +6,934 +27.6% 0.25% $642K $17.19
2018 Q1 REDUCED 25,096 -1,906 -7.1% 0.36% $466K $13.55
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    RF price (monthly, adj. close)
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