Cornerstone Wealth Management, LLC
Position in RF — Regions Financial Corp
CIK 1674117
ST. PETERS, MO
Position in RF
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$287,171
+$16,394 QoQ
Shares Held
9,509
-23.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#760
of 1,095 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $7,121,819 across 7 Banks - Regional names. RF ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
54,542 | $3,294,336 | |
| 2 | EFSC |
Enterprise Financial Services Corp
|
13,564 | $893,596 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
14,459 | $835,007 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,044 | $749,493 | |
| 5 | OZK |
Bank OZK
|
10,475 | $545,642 | |
| 6 | FITB |
Fifth Third Bancorp
|
9,164 | $516,574 | |
| 7 | RF |
Regions Financial Corp
This page
|
9,509 | $287,171 |
All Filings in RF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,171 | 9,509 | Shares | Sole | 2026-07-22 | |
| 2021-12-31 | $270,777 | 12,421 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $264,563 | 12,415 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $250,413 | 12,409 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $256,245 | 12,403 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $199,388 | 12,369 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $128,559 | 11,150 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $121,964 | 10,968 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $98,382 | 10,968 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||