CreativeOne Wealth’s Regions Financial RF Stock Holding History

CreativeOne Wealth’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	$1.22M	Sell	40,469 -6,747	-14%	-$189K	0.03%	511
2026 Q1	$1.23M	Buy	47,216 +9,501	+25%	+$265K	0.03%	495
2025 Q4	$1.02M	Buy	37,715 +1,941	+5%	+$49.6K	0.02%	551
2025 Q3	$943K	Sell	35,774 -8,644	-19%	-$225K	0.02%	570
2025 Q2	$1.04M	Buy	44,418 +3,328	+8%	+$70.4K	0.03%	515
2025 Q1	$893K	Buy	41,090 +8,964	+28%	+$209K	0.03%	517
2024 Q4	$756K	Sell	32,126 -4,847	-13%	-$120K	0.02%	565
2024 Q3	$863K	Buy	36,973 +1,425	+4%	+$31.1K	0.03%	477
2024 Q2	$712K	Buy	35,548 +2,195	+7%	+$42.6K	0.04%	399
2024 Q1	$702K	Buy	33,353 +13,568	+69%	+$257K	0.03%	469
2023 Q4	$383K	Buy	19,785 +9,017	+84%	+$150K	0.02%	430
2023 Q3	$185K	Buy	+10,768	New	+$204K	0.01%	543

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CreativeOne Wealth's RF Position: Q2 2026 in Review

CreativeOne Wealth reduced its Regions Financial (RF) stake by 14% in Q2 2026, selling an estimated $189K and leaving 40,469 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #511.

CreativeOne Wealth first reported a position in RF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.23M in Q1 2026. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

CreativeOne Wealth held 40,469 shares of Regions Financial worth $1.22M as of Q2 2026.
CreativeOne Wealth sold 6,747 Regions Financial shares in Q2 2026, an estimated $189K.
Regions Financial made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #511 holding.
CreativeOne Wealth first reported a position in Regions Financial in Q3 2023 and has held it in 12 quarters since.
CreativeOne Wealth's Regions Financial position peaked at $1.23M in Q1 2026.
1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.