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Consolidated Planning Corp’s Regions Financial RF Stock Holding History

Consolidated Planning Corp’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 		$202K Buy
+6,679
New +$187K 0.03% 156
2021
Q4 		– Sell
-126
Closed -$3K – 362
2021
Q3 		$3K Buy
+126
New +$2.51K ﹤0.01% 394

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 $3.38T AUM 44.17% 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

Consolidated Planning Corp's RF Position: Q2 2026 in Review

Consolidated Planning Corp opened a new position in Regions Financial (RF) in Q2 2026: 6,679 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #156 among its holdings. This is a return to the name: Consolidated Planning Corp previously reported a position in RF as recently as Q3 2021.

Consolidated Planning Corp first reported a position in RF in Q3 2021 and has held it in 2 quarters since. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Consolidated Planning Corp held 6,679 shares of Regions Financial worth $202K as of Q2 2026.
  • Regions Financial was a new Consolidated Planning Corp position in Q2 2026.
  • Regions Financial made up 0.03% of Consolidated Planning Corp's portfolio in Q2 2026, its #156 holding.
  • Consolidated Planning Corp first reported a position in Regions Financial in Q3 2021 and has held it in 2 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.