PIM
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Plato Investment Management’s Regions Financial RF Stock Holding History

Plato Investment Management’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 		$710K Hold
23,648
– – 0.04% 314
2026
Q1 		$618K Hold
23,648
– – 0.04% 332
2025
Q4 		$644K Hold
23,648
– – 0.04% 324
2025
Q3 		$619K Buy
23,648
+23,590
+40,672% +$613K 0.04% 326
2025
Q2 		$1.36K Buy
58
+4
+7% +$85 ﹤0.01% 506
2025
Q1 		$1.19K Sell
54
-7,885
-99% -$184K ﹤0.01% 517
2024
Q4 		$187K Buy
7,939
+7,885
+14,602% +$195K 0.01% 416
2024
Q3 		$1.26K Hold
54
– – ﹤0.01% 533
2024
Q2 		$1.08K Hold
54
– – ﹤0.01% 487
2024
Q1 		$1.14K Hold
54
– – ﹤0.01% 475
2023
Q4 		$1.05K Buy
+54
New +$896 ﹤0.01% 442

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 $3.38T AUM 44.17% 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

Plato Investment Management's RF Position: Q2 2026 in Review

Plato Investment Management held its Regions Financial (RF) position steady in Q2 2026 at 23,648 shares worth $710K. The position accounts for 0.04% of the portfolio, ranked #314.

Plato Investment Management first reported a position in RF in Q4 2023 and has held it in 11 quarters since. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Plato Investment Management held 23,648 shares of Regions Financial worth $710K as of Q2 2026.
  • Plato Investment Management left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up 0.04% of Plato Investment Management's portfolio in Q2 2026, its #314 holding.
  • Plato Investment Management first reported a position in Regions Financial in Q4 2023 and has held it in 11 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.