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Regions Financial Corporation shares owned by Holistic Planning

Quarter-by-quarter ownership of Regions Financial Corporation (RF) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Regions Financial Corporation

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All positions including Regions Financial Corporation held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Regions Financial Corporation by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $362k 15k 23.52
2024-09-30 $336k 14k 23.33

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Wisdomtree Tr Floatng Rat Trea (USFR)
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First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 500 Etf (STRV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding Regions Financial Corporation

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Charles Schwab Investment Management
Geode Capital Management
Jpmorgan Chase & Co
First Trust Advisors
Invesco
Dimensional Fund Advisors
Amundi
LSV Asset Management
Allspring Global Investments Holdings
Ubs Global Asset Management Americas
Northern Trust

View all funds holding Regions Financial Corporation