CreativeOne Wealth, LLC

Position in RF — Regions Financial Corp

CIK 1739728 OVERLAND PARK, KS

Position in RF

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,233,281

+$211,205 QoQ

Shares Held

47,216

+25.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

CreativeOne Wealth, LLC holds $8,210,823 across 15 Banks - Regional names. RF ranks #2 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	37,733	$1,962,493
2	RF	Regions Financial Corp This page	47,216	$1,233,281
3	FITB	Fifth Third Bancorp	15,771	$732,720
4	NBTB	Nbt Bancorp Inc	15,388	$655,221
5	PNC	Pnc Financial Services Group, Inc.	2,827	$588,270
6	FSUN	Firstsun Capital Bancorp	14,486	$528,159
7	TFC	Truist Financial Corp	11,046	$507,783
8	CBU	Community Financial System, Inc.	7,637	$447,910

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,233,281	47,216	+25.2%	Shares	Other	2026-05-15
2025-12-31	$1,022,076	37,715	+5.4%	Shares	Sole	2026-02-13
2025-09-30	$943,360	35,774	-19.5%	Shares	Sole	2025-11-13
2025-06-30	$1,044,711	44,418	+8.1%	Shares	Sole	2025-08-12
2025-03-31	$892,885	41,090	+27.9%	Shares	Sole	2025-05-14
2024-12-31	$755,603	32,126	-13.1%	Shares	Sole	2025-02-13
2024-09-30	$862,580	36,973	+4.0%	Shares	Sole	2024-11-13
2024-06-30	$712,381	35,548	+6.6%	Shares	Sole	2024-08-14
2024-03-31	$701,747	33,353	+68.6%	Shares	Sole	2024-05-14
2023-12-31	$383,433	19,785	+83.7%	Shares	Sole	2024-02-09
2023-09-30	$185,209	10,768	—	Shares	Sole	2023-10-17
No filing history on record for this holder in this stock.