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	0.09%	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	0.11%	89
2024 Q3	$235K	Buy	+10,084	New	+$220K	0.1%	99
2024 Q1	–	Sell	-8,884	Closed	-$172K	–	444
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

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return