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 Q3	$250K	Hold	9,285	–	–	0.07%	126
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Planned Solutions's RF Position: Q3 2026 in Review

Planned Solutions held its Regions Financial (RF) position steady in Q3 2026 at 9,285 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #126.

Planned Solutions first reported a position in RF in Q3 2020 and has held it in 12 quarters since. The position peaked at $280K in Q2 2026. 160 funds tracked by Wall St. Rank hold RF as of Q3 2026.

Planned Solutions held 9,285 shares of Regions Financial worth $250K as of Q3 2026.
Planned Solutions left its Regions Financial share count unchanged in Q3 2026.
Regions Financial made up 0.07% of Planned Solutions's portfolio in Q3 2026, its #126 holding.
Planned Solutions first reported a position in Regions Financial in Q3 2020 and has held it in 12 quarters since.
Planned Solutions's Regions Financial position peaked at $280K in Q2 2026.
160 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.