de Creative Planning Regions Financial RF Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 21.6 M | Comprar |
715,740
+205,525
| +40% | +USD 5.77 M | 0.01% | 480 |
|
|
2026
Q1 | USD 13.3 M | Comprar |
510,215
+191,101
| +60% | +USD 5.34 M | 0.01% | 574 |
|
|
2025
Q4 | USD 8.65 M | Comprar |
319,114
+16,793
| +6% | +USD 429 k | 0.01% | 680 |
|
|
2025
Q3 | USD 7.97 M | Comprar |
302,321
+46,238
| +18% | +USD 1.2 M | 0.01% | 660 |
|
|
2025
Q2 | USD 6.02 M | Comprar |
256,083
+31,496
| +14% | +USD 667 k | 0.01% | 700 |
|
|
2025
Q1 | USD 4.88 M | Comprar |
224,587
+20,041
| +10% | +USD 467 k | ﹤0.01% | 717 |
|
|
2024
Q4 | USD 4.81 M | Comprar |
204,546
+13,416
| +7% | +USD 332 k | ﹤0.01% | 678 |
|
|
2024
Q3 | USD 4.46 M | Vender |
191,130
-7,762
| -4% | -USD 170 k | ﹤0.01% | 676 |
|
|
2024
Q2 | USD 3.99 M | Comprar |
198,892
+55,624
| +39% | +USD 1.08 M | ﹤0.01% | 705 |
|
|
2024
Q1 | USD 3.01 M | Comprar |
143,268
+6,744
| +5% | +USD 128 k | ﹤0.01% | 799 |
|
|
2023
Q4 | USD 2.65 M | Comprar |
136,524
+1,016
| +0.7% | +USD 16.9 k | ﹤0.01% | 794 |
|
|
2023
Q3 | USD 2.33 M | Vender |
135,508
-16,134
| -11% | -USD 306 k | ﹤0.01% | 796 |
|
|
2023
Q2 | USD 2.7 M | Vender |
151,642
-2,566
| -2% | -USD 45.3 k | ﹤0.01% | 704 |
|
|
2023
Q1 | USD 2.86 M | Comprar |
154,208
+25,946
| +20% | +USD 565 k | ﹤0.01% | 656 |
|
|
2022
Q4 | USD 2.77 M | Comprar |
128,262
+5,722
| +5% | +USD 124 k | ﹤0.01% | 644 |
|
|
2022
Q3 | USD 2.46 M | Comprar |
122,540
+4,945
| +4% | +USD 104 k | ﹤0.01% | 627 |
|
|
2022
Q2 | USD 2.2 M | Comprar |
117,595
+11,293
| +11% | +USD 233 k | ﹤0.01% | 687 |
|
|
2022
Q1 | USD 2.37 M | Comprar |
106,302
+2,853
| +3% | +USD 67.1 k | ﹤0.01% | 665 |
|
|
2021
Q4 | USD 2.26 M | Vender |
103,449
-2,135
| -2% | -USD 48.8 k | ﹤0.01% | 652 |
|
|
2021
Q3 | USD 2.25 M | Comprar |
105,584
+9,319
| +10% | +USD 185 k | ﹤0.01% | 652 |
|
|
2021
Q2 | USD 1.94 M | Comprar |
96,265
+7,408
| +8% | +USD 160 k | ﹤0.01% | 694 |
|
|
2021
Q1 | USD 1.84 M | Comprar |
88,857
+4,247
| +5% | +USD 83 k | ﹤0.01% | 767 |
|
|
2020
Q4 | USD 1.36 M | Vender |
84,610
-6,521
| -7% | -USD 94.3 k | ﹤0.01% | 819 |
|
|
2020
Q3 | USD 1.05 M | Comprar |
91,131
+2,828
| +3% | +USD 31.5 k | ﹤0.01% | 779 |
|
|
2020
Q2 | USD 982 k | Comprar |
88,303
+7,563
| +9% | +USD 80.5 k | ﹤0.01% | 746 |
|
|
2020
Q1 | USD 724 k | Vender |
80,740
-5,669
| -7% | -USD 79.4 k | ﹤0.01% | 780 |
|
|
2019
Q4 | USD 1.48 M | Vender |
86,409
-85,438
| -50% | -USD 1.41 M | ﹤0.01% | 627 |
|
|
2019
Q3 | USD 2.72 M | Comprar |
171,847
+114,292
| +199% | +USD 1.73 M | 0.01% | 411 |
|
|
2019
Q2 | USD 860 k | Vender |
57,555
-25,254
| -30% | -USD 373 k | ﹤0.01% | 821 |
|
|
2019
Q1 | USD 1.17 M | Vender |
82,809
-4,914
| -6% | -USD 75.3 k | ﹤0.01% | 669 |
|
|
2018
Q4 | USD 1.17 M | Vender |
87,723
-51,290
| -37% | -USD 824 k | ﹤0.01% | 611 |
|
|
2018
Q3 | USD 2.55 M | Comprar |
139,013
+106,157
| +323% | +USD 2 M | 0.01% | 418 |
|
|
2018
Q2 | USD 584 k | Comprar |
32,856
+1,197
| +4% | +USD 22.4 k | ﹤0.01% | 989 |
|
|
2018
Q1 | USD 588 k | Vender |
31,659
-46,369
| -59% | -USD 879 k | ﹤0.01% | 1003 |
|
|
2017
Q4 | USD 1.35 M | Comprar |
78,028
+31,129
| +66% | +USD 498 k | 0.01% | 582 |
|
|
2017
Q3 | USD 714 k | Vender |
46,899
-797
| -2% | -USD 11.5 k | ﹤0.01% | 871 |
|
|
2017
Q2 | USD 698 k | Vender |
47,696
-965
| -2% | -USD 13.6 k | ﹤0.01% | 850 |
|
|
2017
Q1 | USD 707 k | Vender |
48,661
-3,318
| -6% | -USD 49 k | ﹤0.01% | 812 |
|
|
2016
Q4 | USD 746 k | Vender |
51,979
-29,522
| -36% | -USD 365 k | ﹤0.01% | 743 |
|
|
2016
Q3 | USD 804 k | Comprar |
81,501
+5,251
| +7% | +USD 49.2 k | 0.01% | 683 |
|
|
2016
Q2 | USD 649 k | Vender |
76,250
-612
| -0.8% | -USD 5.54 k | ﹤0.01% | 668 |
|
|
2016
Q1 | USD 603 k | Vender |
76,862
-12,984
| -14% | -USD 104 k | ﹤0.01% | 682 |
|
|
2015
Q4 | USD 863 k | Vender |
89,846
-30,410
| -25% | -USD 292 k | 0.01% | 553 |
|
|
2015
Q3 | USD 1.08 M | Comprar |
120,256
+23,966
| +25% | +USD 237 k | 0.01% | 451 |
|
|
2015
Q2 | USD 998 k | Comprar |
96,290
+44,878
| +87% | +USD 452 k | 0.01% | 471 |
|
|
2015
Q1 | USD 486 k | Vender |
51,412
-9,608
| -16% | -USD 90.8 k | ﹤0.01% | 750 |
|
|
2014
Q4 | USD 644 k | Comprar |
61,020
+3,344
| +6% | +USD 33.4 k | 0.01% | 604 |
|
|
2014
Q3 | USD 579 k | Vender |
57,676
-1,458
| -2% | -USD 14.9 k | 0.01% | 597 |
|
|
2014
Q2 | USD 628 k | Comprar |
59,134
+19,417
| +49% | +USD 202 k | 0.01% | 552 |
|
|
2014
Q1 | USD 441 k | Comprar |
39,717
+13,693
| +53% | +USD 144 k | 0.01% | 678 |
|
|
2013
Q4 | USD 257 k | Comprar |
26,024
+11,114
| +75% | +USD 107 k | ﹤0.01% | 749 |
|
|
2013
Q3 | USD 138 k | Vender |
14,910
-824
| -5% | -USD 8.07 k | ﹤0.01% | 929 |
|
|
2013
Q2 | USD 150 k | Comprar |
+15,734
| Nuevas | +USD 137 k | ﹤0.01% | 775 |
|
Otros fondos que tienen RF en su cartera
Posición de Creative Planning en RF: resumen de T2 2026
Creative Planning aumentó su participación en Regions Financial (RF) en 40% durante T2 2026, al comprar aproximadamente USD 5.77 M y elevar la posición a 715,740 acciones con un valor de USD 21.6 M. La posición representa 0.01% de la cartera y ocupa el puesto #480.
Creative Planning reportó por primera vez una posición en RF en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 1,110 fondos que sigue Wall St. Rank mantienen una posición en RF.
- Al cierre de T2 2026, Creative Planning tenía 715,740 acciones de Regions Financial con un valor de USD 21.6 M.
- Creative Planning compró 205,525 acciones de Regions Financial en T2 2026, por un monto estimado de USD 5.77 M.
- Regions Financial representó 0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 480.
- Creative Planning reportó por primera vez una posición en Regions Financial en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 1,110 fondos que sigue Wall St. Rank tenían Regions Financial en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.