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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Plato Investment Management's RF Position: Q1 2026 in Review

Plato Investment Management held its Regions Financial (RF) position steady in Q1 2026 at 23,648 shares worth $618K. The position accounts for 0.04% of the portfolio, ranked #332.

Plato Investment Management first reported a position in RF in Q4 2023 and has held it in 10 quarters since. The position peaked at $644K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

Plato Investment Management held 23,648 shares of Regions Financial worth $618K as of Q1 2026.
Plato Investment Management left its Regions Financial share count unchanged in Q1 2026.
Regions Financial made up 0.04% of Plato Investment Management's portfolio in Q1 2026, its #332 holding.
Plato Investment Management first reported a position in Regions Financial in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Regions Financial position peaked at $644K in Q4 2025.
1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.