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Plan A Wealth’s Regions Financial RF Stock Holding History

Plan A 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
Q2 		$791K Buy
26,178
+2,321
+10% +$65.1K 0.34% 44
2026
Q1 		$623K Buy
23,857
+703
+3% +$19.6K 0.3% 56
2025
Q4 		$627K Buy
23,154
+1,138
+5% +$29.1K 0.31% 52
2025
Q3 		$581K Buy
22,016
+2,073
+10% +$53.8K 0.3% 54
2025
Q2 		$469K Buy
+19,943
New +$422K 0.27% 72

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Plan A Wealth's RF Position: Q2 2026 in Review

Plan A Wealth increased its Regions Financial (RF) stake by 9.7% in Q2 2026, buying an estimated $65.1K and bringing the position to 26,178 shares worth $791K. The position accounts for 0.34% of the portfolio, ranked #44.

Plan A Wealth first reported a position in RF in Q2 2025 and has held it in 5 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Plan A Wealth held 26,178 shares of Regions Financial worth $791K as of Q2 2026.
  • Plan A Wealth bought 2,321 Regions Financial shares in Q2 2026, an estimated $65.1K.
  • Regions Financial made up 0.34% of Plan A Wealth's portfolio in Q2 2026, its #44 holding.
  • Plan A Wealth first reported a position in Regions Financial in Q2 2025 and has held it in 5 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.