BankPlus Wealth Management LLC

Position in RF — Regions Financial Corp

CIK 2051117 JACKSON, MS

Position in RF

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$224,537

-$19,632 QoQ

Shares Held

7,435

-20.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#832

of 1,095 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BankPlus Wealth Management LLC holds $1,495,988 across 4 Banks - Regional names. RF ranks #4 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	8,974	$447,084
2	TRMK	Trustmark Corp	9,601	$441,742
3	PNC	Pnc Financial Services Group, Inc.	1,554	$382,625
4	RF	Regions Financial Corp This page	7,435	$224,537

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224,537	7,435	-20.5%	Shares	Sole	2026-07-20
2026-03-31	$244,169	9,348	-17.5%	Shares	Sole	2026-04-22
2025-12-31	$307,043	11,330	+1.0%	Shares	Sole	2026-02-04
2025-09-30	$295,897	11,221	+0.9%	Shares	Sole	2025-10-30
2025-06-30	$261,448	11,116	+1.1%	Shares	Sole	2025-07-16
2025-03-31	$239,030	11,000	+0.9%	Shares	Sole	2025-04-25
2024-12-31	$256,297	10,897	—	Shares	Sole	2025-01-22
No filing history on record for this holder in this stock.