Capital Wealth Planning’s Regions Financial RF Stock Holding History

Capital Wealth Planning’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	$741K	Hold	24,537	–	–	﹤0.01%	136
2026 Q1	$641K	Sell	24,537 -8,052	-25%	-$225K	﹤0.01%	132
2025 Q4	$883K	Sell	32,589 -5,000	-13%	-$128K	0.01%	128
2025 Q3	$991K	Sell	37,589 -11,900	-24%	-$309K	0.01%	125
2025 Q2	$1.16M	Hold	49,489	–	–	0.01%	108
2025 Q1	$1.08M	Buy	+49,489	New	+$1.15M	0.01%	99
2024 Q3	–	Sell	-15,000	Closed	-$301K	–	155
2024 Q2	$301K	Sell	15,000 -5,308	-26%	-$103K	﹤0.01%	112
2024 Q1	$427K	Buy	20,308 +5,308	+35%	+$100K	﹤0.01%	112
2023 Q4	$291K	Buy	+15,000	New	+$249K	﹤0.01%	125
2022 Q3	–	Sell	-11,500	Closed	-$216K	–	92
2022 Q2	$216K	Hold	11,500	–	–	﹤0.01%	75
2022 Q1	$256K	Hold	11,500	–	–	0.01%	81
2021 Q4	$251K	Hold	11,500	–	–	0.01%	93
2021 Q3	$245K	Hold	11,500	–	–	0.01%	99
2021 Q2	$232K	Sell	11,500 -600	-5%	-$13K	0.01%	115
2021 Q1	$250K	Sell	12,100 -11,400	-49%	-$223K	0.01%	109
2020 Q4	$417K	Sell	23,500 -5,003	-18%	-$72.3K	0.02%	71
2020 Q3	$329K	Hold	28,503	–	–	0.02%	80
2020 Q2	$317K	Sell	28,503 -5,997	-17%	-$63.8K	0.02%	83
2020 Q1	$309K	Hold	34,500	–	–	0.02%	164
2019 Q4	$592K	Hold	34,500	–	–	0.04%	111
2019 Q3	$558K	Sell	34,500 -100	-0.3%	-$1.51K	0.04%	128
2019 Q2	$517K	Buy	34,600 +100	+0.3%	+$1.48K	0.04%	126
2019 Q1	$488K	Hold	34,500	–	–	0.32%	43
2018 Q4	$462K	Buy	+34,500	New	+$554K	0.31%	41
2018 Q3	–	Sell	-34,500	Closed	-$613K	–	110
2018 Q2	$613K	Hold	34,500	–	–	0.43%	41
2018 Q1	$641K	Buy	34,500 +7,500	+28%	+$142K	0.45%	38
2017 Q4	$467K	Sell	27,000 -8,000	-23%	-$128K	0.64%	16
2017 Q3	$533K	Buy	+35,000	New	+$503K	0.42%	39

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 $3.37T AUM 44.26% 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

Capital Wealth Planning's RF Position: Q2 2026 in Review

Capital Wealth Planning held its Regions Financial (RF) position steady in Q2 2026 at 24,537 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #136.

Capital Wealth Planning first reported a position in RF in Q3 2017 and has held it in 28 quarters since. The position peaked at $1.16M in Q2 2025. 1,105 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Capital Wealth Planning held 24,537 shares of Regions Financial worth $741K as of Q2 2026.
Capital Wealth Planning left its Regions Financial share count unchanged in Q2 2026.
Regions Financial made up ﹤0.01% of Capital Wealth Planning's portfolio in Q2 2026, its #136 holding.
Capital Wealth Planning first reported a position in Regions Financial in Q3 2017 and has held it in 28 quarters since.
Capital Wealth Planning's Regions Financial position peaked at $1.16M in Q2 2025.
1,105 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.