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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
Q3 		$715K Buy
26,609
+431
+2% +$13.1K 0.26% 56
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

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Plan A Wealth's RF Position: Q3 2026 in Review

Plan A Wealth increased its Regions Financial (RF) stake by 1.6% in Q3 2026, buying an estimated $13.1K and bringing the position to 26,609 shares worth $715K. The position accounts for 0.26% of the portfolio, ranked #56.

Plan A Wealth first reported a position in RF in Q2 2025 and has held it in 6 quarters since. The position peaked at $791K in Q2 2026. 40 funds tracked by Wall St. Rank hold RF as of Q3 2026.

  • Plan A Wealth held 26,609 shares of Regions Financial worth $715K as of Q3 2026.
  • Plan A Wealth bought 431 Regions Financial shares in Q3 2026, an estimated $13.1K.
  • Regions Financial made up 0.26% of Plan A Wealth's portfolio in Q3 2026, its #56 holding.
  • Plan A Wealth first reported a position in Regions Financial in Q2 2025 and has held it in 6 quarters since.
  • Plan A Wealth's Regions Financial position peaked at $791K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.