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Planned Solutions’s Regions Financial RF Stock Holding History

Planned Solutions’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 		$280K Hold
9,285
– – 0.08% 117
2026
Q1 		$243K Hold
9,285
– – 0.08% 122
2025
Q4 		$252K Hold
9,285
– – 0.08% 119
2025
Q3 		$245K Sell
9,285
-800
-8% -$20.8K 0.08% 114
2025
Q2 		$237K Sell
10,085
-834
-8% -$17.7K 0.09% 104
2025
Q1 		$237K Hold
10,919
– – 0.1% 100
2024
Q4 		$257K Buy
10,919
+835
+8% +$20.6K 0.1% 89
2024
Q3 		$235K Buy
+10,084
New +$220K 0.09% 99
2024
Q1 		– Sell
-8,884
Closed -$172K – 440
2023
Q4 		$172K Buy
+8,884
New +$147K 0.08% 105
2021
Q1 		– Sell
-5,120
Closed -$83K – 326
2020
Q4 		$83K Buy
5,120
+220
+4% +$3.18K 0.07% 122
2020
Q3 		$56K Buy
+4,900
New +$54.7K 0.05% 134

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Planned Solutions's RF Position: Q2 2026 in Review

Planned Solutions held its Regions Financial (RF) position steady in Q2 2026 at 9,285 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #117.

Planned Solutions first reported a position in RF in Q3 2020 and has held it in 11 quarters since. 1,107 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Planned Solutions held 9,285 shares of Regions Financial worth $280K as of Q2 2026.
  • Planned Solutions left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up 0.08% of Planned Solutions's portfolio in Q2 2026, its #117 holding.
  • Planned Solutions first reported a position in Regions Financial in Q3 2020 and has held it in 11 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.