Planned Solutions, Inc.

Position in RF — Regions Financial Corp

CIK 1831332 FOLSOM, CA

Position in RF

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$280,407

+$37,883 QoQ

Shares Held

9,285

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#767

of 1,096 holders

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Planned Solutions, Inc. holds $860,799 across 3 Banks - Regional names. RF ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	1,333	$328,211
2	RF	Regions Financial Corp This page	9,285	$280,407
3	CFG	Citizens Financial Group Inc/Ri	3,599	$252,181

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$280,407	9,285	0.0%	Shares	Sole	2026-07-13
2026-03-31	$242,524	9,285	0.0%	Shares	Sole	2026-04-09
2025-12-31	$251,623	9,285	0.0%	Shares	Sole	2026-01-28
2025-09-30	$244,845	9,285	-7.9%	Shares	Sole	2025-10-23
2025-06-30	$237,199	10,085	-7.6%	Shares	Sole	2025-07-29
2025-03-31	$237,269	10,919	0.0%	Shares	Sole	2025-04-09
2024-12-31	$256,814	10,919	+8.3%	Shares	Sole	2025-01-17
2024-09-30	$235,259	10,084	+13.5%	Shares	Sole	2024-10-09
2023-12-31	$172,171	8,884	+73.5%	Shares	Sole	2024-01-18
2020-12-31	$82,534	5,120	+4.5%	Shares	Sole	2021-01-29
2020-09-30	$56,497	4,900	—	Shares	Sole	2020-11-06
No filing history on record for this holder in this stock.