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BankPlus Wealth Management’s Regions Financial RF Stock Holding History

BankPlus Wealth Management’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 		$225K Sell
7,435
-1,913
-20% -$53.7K 0.1% 112
2026
Q1 		$244K Sell
9,348
-1,982
-17% -$55.3K 0.13% 105
2025
Q4 		$307K Buy
11,330
+109
+1% +$2.78K 0.17% 91
2025
Q3 		$296K Buy
11,221
+105
+0.9% +$2.73K 0.17% 91
2025
Q2 		$261K Buy
11,116
+116
+1% +$2.46K 0.17% 89
2025
Q1 		$239K Buy
11,000
+103
+0.9% +$2.4K 0.18% 92
2024
Q4 		$256K Buy
+10,897
New +$269K 0.19% 94

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BankPlus Wealth Management's RF Position: Q2 2026 in Review

BankPlus Wealth Management reduced its Regions Financial (RF) stake by 20% in Q2 2026, selling an estimated $53.7K and leaving 7,435 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #112.

BankPlus Wealth Management first reported a position in RF in Q4 2024 and has held it in 7 quarters since. The position peaked at $307K in Q4 2025. 1,108 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • BankPlus Wealth Management held 7,435 shares of Regions Financial worth $225K as of Q2 2026.
  • BankPlus Wealth Management sold 1,913 Regions Financial shares in Q2 2026, an estimated $53.7K.
  • Regions Financial made up 0.1% of BankPlus Wealth Management's portfolio in Q2 2026, its #112 holding.
  • BankPlus Wealth Management first reported a position in Regions Financial in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Wealth Management's Regions Financial position peaked at $307K in Q4 2025.
  • 1,108 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.