Superior Planning, LLC’s Regions Financial RF Stock Holding History

Superior Planning, LLC’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
2026 Q3	$5.4K	Buy	+201	New	+$6.09K	﹤0.01%	1173

Other funds holding RF

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's RF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Regions Financial (RF) in Q3 2026: 201 shares worth $5.4K. The stake represents ﹤0.01% of the portfolio and ranks #1173 among its holdings.

808 funds tracked by Wall St. Rank hold RF as of Q3 2026.

Superior Planning, LLC held 201 shares of Regions Financial worth $5.4K as of Q3 2026.
Regions Financial was a new Superior Planning, LLC position in Q3 2026.
Regions Financial made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1173 holding.
808 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.