HP
RF icon

Holistic Planning’s Regions Financial RF Stock Holding History

Holistic 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
2026
Q1 		$445K Sell
17,044
-140
-0.8% -$3.91K 0.09% 197
2025
Q4 		$466K Sell
17,184
-94
-0.5% -$2.4K 0.1% 167
2025
Q3 		$456K Buy
17,278
+1,871
+12% +$48.6K 0.12% 138
2025
Q2 		$362K Hold
15,407
– – 0.1% 153
2025
Q1 		$335K Hold
15,407
– – 0.11% 130
2024
Q4 		$362K Buy
15,407
+992
+7% +$24.5K 0.13% 113
2024
Q3 		$336K Buy
+14,415
New +$315K 0.14% 104

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

Holistic Planning's RF Position: Q1 2026 in Review

Holistic Planning reduced its Regions Financial (RF) stake by 0.81% in Q1 2026, selling an estimated $3.91K and leaving 17,044 shares worth $445K. The position accounts for 0.09% of the portfolio, ranked #197.

Holistic Planning first reported a position in RF in Q3 2024 and has held it in 7 quarters since. The position peaked at $466K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Holistic Planning held 17,044 shares of Regions Financial worth $445K as of Q1 2026.
  • Holistic Planning sold 140 Regions Financial shares in Q1 2026, an estimated $3.91K.
  • Regions Financial made up 0.09% of Holistic Planning's portfolio in Q1 2026, its #197 holding.
  • Holistic Planning first reported a position in Regions Financial in Q3 2024 and has held it in 7 quarters since.
  • Holistic Planning's Regions Financial position peaked at $466K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.