Pinnacle Wealth Planning Services’s Regions Financial RF Stock Holding History

Pinnacle Wealth Planning Services’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	$58.6K	Buy	1,939 +44	+2%	+$1.24K	0.01%	1162
2026 Q1	$49.5K	Buy	1,895 +51	+3%	+$1.42K	0.01%	1208
2025 Q4	$50K	Buy	+1,844	New	+$47.1K	0.01%	1201
2023 Q2	–	Sell	-28,984	Closed	-$538K	–	504
2023 Q1	$538K	Buy	+28,984	New	+$631K	0.09%	161
2021 Q1	–	Sell	-2,115	Closed	-$34K	–	1593
2020 Q4	$34K	Buy	+2,115	New	+$30.6K	0.01%	954

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

Pinnacle Wealth Planning Services's RF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Regions Financial (RF) stake by 2.3% in Q2 2026, buying an estimated $1.24K and bringing the position to 1,939 shares worth $58.6K. The position accounts for 0.01% of the portfolio, ranked #1162.

Pinnacle Wealth Planning Services first reported a position in RF in Q4 2020 and has held it in 5 quarters since. The position peaked at $538K in Q1 2023. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Pinnacle Wealth Planning Services held 1,939 shares of Regions Financial worth $58.6K as of Q2 2026.
Pinnacle Wealth Planning Services bought 44 Regions Financial shares in Q2 2026, an estimated $1.24K.
Regions Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1162 holding.
Pinnacle Wealth Planning Services first reported a position in Regions Financial in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Regions Financial position peaked at $538K in Q1 2023.
1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.