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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
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
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

CreativeOne Wealth's RF Position: Q1 2026 in Review

CreativeOne Wealth increased its Regions Financial (RF) stake by 25% in Q1 2026, buying an estimated $265K and bringing the position to 47,216 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #495.

CreativeOne Wealth first reported a position in RF in Q3 2023 and has held it in 11 quarters since. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • CreativeOne Wealth held 47,216 shares of Regions Financial worth $1.23M as of Q1 2026.
  • CreativeOne Wealth bought 9,501 Regions Financial shares in Q1 2026, an estimated $265K.
  • Regions Financial made up 0.03% of CreativeOne Wealth's portfolio in Q1 2026, its #495 holding.
  • CreativeOne Wealth first reported a position in Regions Financial in Q3 2023 and has held it in 11 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.