Creative Planning
RF icon

Creative Planning’s Regions Financial RF Stock Holding History

Creative 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
2020
Q4 		– Sell
-600
Closed -$2K – 2440
2020
Q3 		$2K Hold
600
– – ﹤0.01% 2102
2020
Q2 		$2K Hold
600
– – ﹤0.01% 1956
2020
Q1 		$1K Buy
600
+400
+200% +$5.6K ﹤0.01% 1854
2019
Q4 		$1K Buy
+200
New +$3.29K ﹤0.01% 1978

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

Creative Planning's RF Position: Q2 2026 in Review

Creative Planning increased its Regions Financial (RF) stake by 40% in Q2 2026, buying an estimated $5.77M and bringing the position to 715,740 shares worth $21.6M. The position accounts for 0.01% of the portfolio, ranked #480.

Creative Planning first reported a position in RF in Q2 2013 and has held it in 53 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Creative Planning held 715,740 shares of Regions Financial worth $21.6M as of Q2 2026.
  • Creative Planning bought 205,525 Regions Financial shares in Q2 2026, an estimated $5.77M.
  • Regions Financial made up 0.01% of Creative Planning's portfolio in Q2 2026, its #480 holding.
  • Creative Planning first reported a position in Regions Financial in Q2 2013 and has held it in 53 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.