Phillips Wealth Planners
RF icon

Phillips Wealth Planners’s Regions Financial RF Stock Holding History

Phillips Wealth Planners’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
Q3 		$259K Buy
+9,069
New +$275K 0.18% 171

Other funds holding RF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Phillips Wealth Planners's RF Position: Q3 2026 in Review

Phillips Wealth Planners opened a new position in Regions Financial (RF) in Q3 2026: 9,069 shares worth $259K. The stake represents 0.18% of the portfolio and ranks #171 among its holdings.

937 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Phillips Wealth Planners held 9,069 shares of Regions Financial worth $259K as of Q3 2026.
  • Regions Financial was a new Phillips Wealth Planners position in Q3 2026.
  • Regions Financial made up 0.18% of Phillips Wealth Planners's portfolio in Q3 2026, its #171 holding.
  • 937 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Phillips Wealth Planners's 13F filing for Q3 2026, filed 12 Nov 2026.