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
Q2 		$560K Buy
18,547
+1,503
+9% +$42.2K 0.09% 192
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 $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

Holistic Planning's RF Position: Q2 2026 in Review

Holistic Planning increased its Regions Financial (RF) stake by 8.8% in Q2 2026, buying an estimated $42.2K and bringing the position to 18,547 shares worth $560K. The position accounts for 0.09% of the portfolio, ranked #192.

Holistic Planning first reported a position in RF in Q3 2024 and has held it in 8 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Holistic Planning held 18,547 shares of Regions Financial worth $560K as of Q2 2026.
  • Holistic Planning bought 1,503 Regions Financial shares in Q2 2026, an estimated $42.2K.
  • Regions Financial made up 0.09% of Holistic Planning's portfolio in Q2 2026, its #192 holding.
  • Holistic Planning first reported a position in Regions Financial in Q3 2024 and has held it in 8 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.