Position in RF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$741,017
+$100,111 QoQ
Shares Held
24,537
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#536
of 1,100 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Capital Wealth Planning, LLC holds $77,462,398 across 6 Banks - Regional names. RF ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHG |
Shinhan Financial Group Co Ltd
|
334,855 | $21,179,578 | |
| 2 | ITUB |
Itau Unibanco Holding S.A.
|
2,386,158 | $19,494,910 | |
| 3 | BMA |
Macro Bank Inc.
|
206,274 | $19,098,909 | |
| 4 | CIB |
Grupo Cibest S.A.
|
210,755 | $16,740,269 | |
| 5 | RF |
Regions Financial Corp
This page
|
24,537 | $741,017 | |
| 6 | USB |
US Bancorp De
|
3,439 | $207,715 |
All Filings in RF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,017 | 24,537 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $640,906 | 24,537 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $883,161 | 32,589 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $991,221 | 37,589 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,163,981 | 49,489 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,075,395 | 49,489 | Shares | Sole | 2025-05-12 | |
| 2024-06-30 | $300,600 | 15,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $427,280 | 20,308 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $290,700 | 15,000 | Shares | Sole | 2024-02-08 | |
| 2022-06-30 | $215,625 | 11,500 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $255,990 | 11,500 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $250,700 | 11,500 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $245,065 | 11,500 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $232,070 | 11,500 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $249,986 | 12,100 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $378,820 | 23,500 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $328,639 | 28,503 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $316,953 | 28,503 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $309,465 | 34,500 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||