CWP
RF icon

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
2018
Q2 		– Sell
-10,000
Closed -$3K – 106
2018
Q1 		$3K Buy
+10,000
New +$189K ﹤0.01% 228

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Wealth Planning's RF Position: Q1 2026 in Review

Capital Wealth Planning reduced its Regions Financial (RF) stake by 25% in Q1 2026, selling an estimated $225K and leaving 24,537 shares worth $641K. The position accounts for ﹤0.01% of the portfolio, ranked #132.

Capital Wealth Planning first reported a position in RF in Q3 2017 and has held it in 27 quarters since. The position peaked at $1.16M in Q2 2025. 1,071 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Capital Wealth Planning held 24,537 shares of Regions Financial worth $641K as of Q1 2026.
  • Capital Wealth Planning sold 8,052 Regions Financial shares in Q1 2026, an estimated $225K.
  • Regions Financial made up ﹤0.01% of Capital Wealth Planning's portfolio in Q1 2026, its #132 holding.
  • Capital Wealth Planning first reported a position in Regions Financial in Q3 2017 and has held it in 27 quarters since.
  • Capital Wealth Planning's Regions Financial position peaked at $1.16M in Q2 2025.
  • 1,071 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.