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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 $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

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. 1,108 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.
  • 1,108 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.