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Plancorp LLC’s Regions Financial RF Stock Holding History

Plancorp LLC’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 		$266K Sell
8,554
-17,060
-67% -$479K 0.01% 352
2026
Q1 		$704K Buy
25,614
+15
+0.1% +$419 0.02% 186
2025
Q4 		$694K Sell
25,599
-55
-0.2% -$1.41K 0.02% 185
2025
Q3 		$676K Buy
25,654
+128
+0.5% +$3.32K 0.02% 195
2025
Q2 		$600K Buy
25,526
+71
+0.3% +$1.5K 0.02% 203
2025
Q1 		$553K Buy
25,455
+159
+0.6% +$3.7K 0.02% 197
2024
Q4 		$595K Buy
25,296
+294
+1% +$7.26K 0.02% 170
2024
Q3 		$583K Buy
25,002
+80
+0.3% +$1.75K 0.02% 171
2024
Q2 		$499K Buy
24,922
+187
+0.8% +$3.63K 0.02% 182
2024
Q1 		$520K Buy
24,735
+10
+0% +$189 0.02% 173
2023
Q4 		$479K Buy
24,725
+168
+0.7% +$2.79K 0.02% 166
2023
Q3 		$422K Buy
24,557
+77
+0.3% +$1.46K 0.02% 166
2023
Q2 		$436K Sell
24,480
-20
-0.1% -$353 0.02% 158
2023
Q1 		$455K Sell
24,500
-225
-0.9% -$4.9K 0.03% 160
2022
Q4 		$533K Sell
24,725
-218
-0.9% -$4.73K 0.03% 145
2022
Q3 		$501K Buy
24,943
+193
+0.8% +$4.08K 0.03% 144
2022
Q2 		$464K Sell
24,750
-179
-0.7% -$3.69K 0.03% 154
2022
Q1 		$555K Buy
24,929
+12
+0% +$282 0.04% 144
2021
Q4 		$543K Buy
24,917
+400
+2% +$9.15K 0.03% 143
2021
Q3 		$522K Buy
24,517
+102
+0.4% +$2.03K 0.04% 137
2021
Q2 		$493K Hold
24,415
– – 0.04% 133
2021
Q1 		$504K Hold
24,415
– – 0.11% 118
2020
Q4 		$394K Buy
24,415
+3,001
+14% +$43.4K 0.1% 133
2020
Q3 		$247K Hold
21,414
– – 0.08% 157
2020
Q2 		$238K Hold
21,414
– – 0.07% 151
2020
Q1 		$192K Sell
21,414
-174
-0.8% -$2.44K 0.07% 159
2019
Q4 		$370K Hold
21,588
– – 0.11% 129
2019
Q3 		$342K Hold
21,588
– – 0.13% 120
2019
Q2 		$323K Sell
21,588
-199
-0.9% -$2.94K 0.13% 124
2019
Q1 		$308K Buy
21,787
+1,766
+9% +$27.1K 0.12% 132
2018
Q4 		$268K Sell
20,021
-444
-2% -$7.13K 0.12% 126
2018
Q3 		$376K Buy
20,465
+643
+3% +$12.1K 0.15% 112
2018
Q2 		$352K Hold
19,822
– – 0.14% 115
2018
Q1 		$368K Hold
19,822
– – 0.12% 110
2017
Q4 		$342K Hold
19,822
– – 0.11% 120
2017
Q3 		$302K Hold
19,822
– – 0.09% 126
2017
Q2 		$291K Sell
19,822
-277
-1% -$3.9K 0.09% 127
2017
Q1 		$293K Buy
20,099
+277
+1% +$4.09K 0.09% 131
2016
Q4 		$284K Buy
+19,822
New +$245K 0.08% 131
2015
Q4 		– Sell
-24,277
Closed -$219K – 92
2015
Q3 		$219K Hold
24,277
– – 0.2% 90
2015
Q2 		$252K Buy
24,277
+820
+3% +$8.26K 0.23% 63
2015
Q1 		$222K Hold
23,457
– – 0.22% 87
2014
Q4 		$248K Buy
23,457
+2,487
+12% +$24.8K 0.26% 57
2014
Q3 		$211K Sell
20,970
-2,487
-11% -$25.4K 0.22% 90
2014
Q2 		$249K Sell
23,457
-30,970
-57% -$323K 0.22% 63
2014
Q1 		$605K Buy
54,427
+33,544
+161% +$353K 0.41% 49
2013
Q4 		$205K Buy
+20,883
New +$201K 0.18% 89

Other funds holding RF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Plancorp LLC's RF Position: Q2 2026 in Review

Plancorp LLC reduced its Regions Financial (RF) stake by 67% in Q2 2026, selling an estimated $479K and leaving 8,554 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #352.

Plancorp LLC first reported a position in RF in Q4 2013 and has held it in 47 quarters since. The position peaked at $704K in Q1 2026. 282 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Plancorp LLC held 8,554 shares of Regions Financial worth $266K as of Q2 2026.
  • Plancorp LLC sold 17,060 Regions Financial shares in Q2 2026, an estimated $479K.
  • Regions Financial made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #352 holding.
  • Plancorp LLC first reported a position in Regions Financial in Q4 2013 and has held it in 47 quarters since.
  • Plancorp LLC's Regions Financial position peaked at $704K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.