Castle Rock Wealth Management, LLC
Position in RF — Regions Financial Corp
CIK 1727605
WALNUT CREEK, CA
Position in RF
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,687,847
+$273,528 QoQ
Shares Held
55,889
+3.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#376
of 1,096 holders
Holding Since
Dec 2025
3 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, 2026Castle Rock Wealth Management, LLC holds $1,943,597 across 2 Banks - Regional names. RF ranks #1 (86.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
This page
|
55,889 | $1,687,847 | |
| 2 | FITB |
Fifth Third Bancorp
|
4,537 | $255,750 |
All Filings in RF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,687,847 | 55,889 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,414,319 | 54,147 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,450,039 | 53,507 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||