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Cornerstone Planning Group’s Regions Financial RF Stock Holding History

Cornerstone Planning Group’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 		$9.53K Buy
309
+32
+12% +$898 ﹤0.01% 905
2026
Q1 		$7.76K Buy
277
+63
+29% +$1.76K ﹤0.01% 971
2025
Q4 		$5.97K Buy
214
+114
+114% +$2.91K ﹤0.01% 933
2025
Q3 		$19K Sell
100
-43
-30% -$1.12K ﹤0.01% 599
2025
Q2 		$3.6K Buy
143
+54
+61% +$1.14K ﹤0.01% 803
2025
Q1 		$1.78K Buy
89
+43
+93% +$1K ﹤0.01% 1011
2024
Q4 		$1.14K Hold
46
– – ﹤0.01% 930
2024
Q3 		$1.1K Buy
46
+29
+171% +$634 ﹤0.01% 916
2024
Q2 		$347 Buy
17
+3
+21% +$58 ﹤0.01% 1123
2024
Q1 		$278 Buy
+14
New +$265 ﹤0.01% 997

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornerstone Planning Group's RF Position: Q2 2026 in Review

Cornerstone Planning Group increased its Regions Financial (RF) stake by 12% in Q2 2026, buying an estimated $898 and bringing the position to 309 shares worth $9.53K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Cornerstone Planning Group first reported a position in RF in Q1 2024 and has held it in 10 quarters since. The position peaked at $19K in Q3 2025. 694 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Cornerstone Planning Group held 309 shares of Regions Financial worth $9.53K as of Q2 2026.
  • Cornerstone Planning Group bought 32 Regions Financial shares in Q2 2026, an estimated $898.
  • Regions Financial made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #905 holding.
  • Cornerstone Planning Group first reported a position in Regions Financial in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Planning Group's Regions Financial position peaked at $19K in Q3 2025.
  • 694 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.