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Equibles

CreativeOne Wealth, LLC

Position in RF — Regions Financial Corp

CIK 1739728 OVERLAND PARK, KS
Back to RF Full portfolio

Position in RF

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,222,163
-$11,118 QoQ
Shares Held
40,469
-14.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#435
of 1,102 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in RF Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $7,647,684 across 13 Banks - Regional names. RF ranks #2 (16.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp \De\
 28,239 $1,705,635
2 RF
Regions Financial Corp
This page 		40,469 $1,222,163
3 FSUN
Firstsun Capital Bancorp
 21,739 $843,038
4 NBTB
Nbt Bancorp Inc
 15,254 $753,089
5 PNC
Pnc Financial Services Group, Inc.
 2,594 $638,693
6 FITB
Fifth Third Bancorp
 10,600 $597,521
7 TFC
Truist Financial Corp
 8,133 $405,185
8 BUSE
First Busey Corp /Nv/
 11,756 $346,801

All Filings in RF

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,222,163 40,469
2026-03-31 $1,233,281 47,216
2025-12-31 $1,022,076 37,715
2025-09-30 $943,360 35,774
2025-06-30 $1,044,711 44,418
2025-03-31 $892,885 41,090
2024-12-31 $755,603 32,126
2024-09-30 $862,580 36,973
2024-06-30 $712,381 35,548
2024-03-31 $701,747 33,353
2023-12-31 $383,433 19,785
2023-09-30 $185,209 10,768