Planning Strategies’s Regions Financial RF Stock Holding History

Planning Strategies’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	$18.8K	Buy	+622	New	+$17.5K	0.01%	256

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Planning Strategies's RF Position: Q2 2026 in Review

Planning Strategies opened a new position in Regions Financial (RF) in Q2 2026: 622 shares worth $18.8K. The stake represents 0.01% of the portfolio and ranks #256 among its holdings.

1,050 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Planning Strategies held 622 shares of Regions Financial worth $18.8K as of Q2 2026.
Regions Financial was a new Planning Strategies position in Q2 2026.
Regions Financial made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #256 holding.
1,050 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.