Plante Moran Financial Advisors’s Regions Financial RF Stock Holding History

Plante Moran Financial Advisors’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	$11.6K	Hold	384	–	–	﹤0.01%	544
2026 Q1	$10K	Hold	384	–	–	﹤0.01%	515
2025 Q4	$10.4K	Hold	384	–	–	﹤0.01%	552
2025 Q3	$10.1K	Hold	384	–	–	﹤0.01%	547
2025 Q2	$9.03K	Hold	384	–	–	﹤0.01%	578
2025 Q1	$8.34K	Sell	384 -26	-6%	-$606	﹤0.01%	598
2024 Q4	$9.64K	Hold	410	–	–	﹤0.01%	578
2024 Q3	$9.56K	Buy	410 +26	+7%	+$568	﹤0.01%	605
2024 Q2	$7.7K	Hold	384	–	–	﹤0.01%	604
2024 Q1	$8.08K	Hold	384	–	–	﹤0.01%	632
2023 Q4	$7.44K	Hold	384	–	–	﹤0.01%	595
2023 Q3	$6.61K	Hold	384	–	–	﹤0.01%	572
2023 Q2	$6.84K	Hold	384	–	–	﹤0.01%	597
2023 Q1	$7.13K	Sell	384 -499	-57%	-$10.9K	﹤0.01%	611
2022 Q4	$19K	Buy	883 +384	+77%	+$8.33K	﹤0.01%	474
2022 Q3	$10K	Hold	499	–	–	﹤0.01%	591
2022 Q2	$9K	Hold	499	–	–	﹤0.01%	629
2022 Q1	$11K	Hold	499	–	–	﹤0.01%	586
2021 Q4	$11K	Sell	499 -485	-49%	-$11.1K	﹤0.01%	678
2021 Q3	$21K	Buy	+984	New	+$19.6K	﹤0.01%	557
2021 Q2	–	Sell	-1,227	Closed	-$25K	–	1059
2021 Q1	$25K	Buy	+1,227	New	+$24K	0.01%	503
2018 Q2	–	Sell	-1,147	Closed	-$21K	–	939
2018 Q1	$21K	Hold	1,147	–	–	0.01%	497
2017 Q4	$20K	Buy	1,147 +103	+10%	+$1.65K	0.01%	503
2017 Q3	$16K	Hold	1,044	–	–	0.01%	489
2017 Q2	$15K	Hold	1,044	–	–	0.01%	507
2017 Q1	$15K	Buy	1,044 +404	+63%	+$5.96K	0.01%	521
2016 Q4	$9K	Hold	640	–	–	0.01%	608
2016 Q3	$6K	Sell	640 -700	-52%	-$6.55K	﹤0.01%	664
2016 Q2	$11K	Buy	1,340 +700	+109%	+$6.34K	0.01%	518
2016 Q1	$5K	Hold	640	–	–	﹤0.01%	590
2015 Q4	$6K	Buy	+640	New	+$6.14K	﹤0.01%	689

Other funds holding RF

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plante Moran Financial Advisors's RF Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Regions Financial (RF) position steady in Q2 2026 at 384 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Plante Moran Financial Advisors first reported a position in RF in Q4 2015 and has held it in 31 quarters since. The position peaked at $25K in Q1 2021. 632 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Plante Moran Financial Advisors held 384 shares of Regions Financial worth $11.6K as of Q2 2026.
Plante Moran Financial Advisors left its Regions Financial share count unchanged in Q2 2026.
Regions Financial made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #544 holding.
Plante Moran Financial Advisors first reported a position in Regions Financial in Q4 2015 and has held it in 31 quarters since.
Plante Moran Financial Advisors's Regions Financial position peaked at $25K in Q1 2021.
632 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.