BankPlus Trust Department’s Regions Financial RF Stock Holding History

BankPlus Trust Department’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 Q2	$612K	Sell	20,280 -428	-2%	-$12K	0.14%	119
2026 Q1	$541K	Sell	20,708 -1,481	-7%	-$41.4K	0.14%	118
2025 Q4	$601K	Sell	22,189 -714	-3%	-$18.2K	0.16%	109
2025 Q3	$604K	Buy	22,903 +1,151	+5%	+$29.9K	0.16%	108
2025 Q2	$512K	Sell	21,752 -1,396	-6%	-$29.5K	0.15%	107
2025 Q1	$503K	Hold	23,148	–	–	0.17%	99
2024 Q4	$544K	Buy	+23,148	New	+$572K	0.18%	99

Other funds holding RF

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BankPlus Trust Department's RF Position: Q2 2026 in Review

BankPlus Trust Department reduced its Regions Financial (RF) stake by 2.1% in Q2 2026, selling an estimated $12K and leaving 20,280 shares worth $612K. The position accounts for 0.14% of the portfolio, ranked #119.

BankPlus Trust Department first reported a position in RF in Q4 2024 and has held it in 7 quarters since. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

BankPlus Trust Department held 20,280 shares of Regions Financial worth $612K as of Q2 2026.
BankPlus Trust Department sold 428 Regions Financial shares in Q2 2026, an estimated $12K.
Regions Financial made up 0.14% of BankPlus Trust Department's portfolio in Q2 2026, its #119 holding.
BankPlus Trust Department first reported a position in Regions Financial in Q4 2024 and has held it in 7 quarters since.
1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.