Aspen Wealth Management LLC

Position in RF — Regions Financial Corp

CIK 1895252 FORT WORTH, TX

Position in RF

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$493,437

+$32,054 QoQ

Shares Held

16,339

-7.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#614

of 1,096 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aspen Wealth Management LLC holds $3,830,124 across 4 Banks - Regional names. RF ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFR	Cullen/Frost Bankers, Inc.	12,422	$1,919,447
2	PB	Prosperity Bancshares Inc	14,000	$1,022,420
3	RF	Regions Financial Corp This page	16,339	$493,437
4	FFIN	First Financial Bankshares Inc	11,411	$394,820

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$493,437	16,339	-7.5%	Shares	Sole	2026-07-31
2026-03-31	$461,383	17,664	+1.0%	Shares	Sole	2026-04-01
2025-12-31	$474,060	17,493	+1.0%	Shares	Sole	2026-01-05
2025-09-30	$456,675	17,318	+1.1%	Shares	Sole	2025-10-02
2025-06-30	$403,062	17,137	+1.2%	Shares	Sole	2025-07-02
2025-03-31	$368,084	16,939	+1.0%	Shares	Sole	2025-04-23
2024-12-31	$394,265	16,763	+1.1%	Shares	Sole	2025-01-15
2024-09-30	$386,811	16,580	+1.2%	Shares	Sole	2024-10-08
2024-06-30	$328,395	16,387	+1.2%	Shares	Sole	2024-07-10
2024-03-31	$340,784	16,197	+1.3%	Shares	Sole	2024-04-17
2023-12-31	$309,983	15,995	0.0%	Shares	Sole	2024-01-16
2023-09-30	$275,114	15,995	+1.1%	Shares	Sole	2023-10-30
2023-06-30	$281,948	15,822	+1.1%	Shares	Sole	2023-08-04
2023-03-31	$290,501	15,652	+0.9%	Shares	Sole	2023-04-18
2022-12-31	$334,374	15,509	+1.0%	Shares	Sole	2023-02-14
2022-09-30	$308,235	15,358	+0.9%	Shares	Sole	2022-10-11
2022-06-30	$285,375	15,220	+0.8%	Shares	Sole	2022-07-26
2022-03-31	$336,192	15,103	+0.8%	Shares	Sole	2022-04-27
2021-12-31	$326,782	14,990	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.