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 $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

Creative Planning's RF Position: Q1 2026 in Review

Creative Planning increased its Regions Financial (RF) stake by 60% in Q1 2026, buying an estimated $5.34M and bringing the position to 510,215 shares worth $13.3M. The position accounts for 0.01% of the portfolio, ranked #574.

Creative Planning first reported a position in RF in Q2 2013 and has held it in 52 quarters since. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Creative Planning held 510,215 shares of Regions Financial worth $13.3M as of Q1 2026.
  • Creative Planning bought 191,101 Regions Financial shares in Q1 2026, an estimated $5.34M.
  • Regions Financial made up 0.01% of Creative Planning's portfolio in Q1 2026, its #574 holding.
  • Creative Planning first reported a position in Regions Financial in Q2 2013 and has held it in 52 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.