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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

RF holding history

Regions Financial Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RF overviewAll 13F holders of RFFull Q2 2026 holdings

Shares (Q2 2026)
715,740
Value
$21.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of RF by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026715,740$21.6M<0.1%+205,525+40.3%AddedHolders
Q1 2026510,215$13.3M<0.1%+191,101+59.9%AddedHolders
Q4 2025319,114$8.65M<0.1%+16,793+5.6%AddedHolders
Q3 2025302,321$7.97M<0.1%+46,238+18.1%AddedHolders
Q2 2025256,083$6.02M<0.1%+31,496+14.0%AddedHolders
Q1 2025224,587$4.88M<0.1%+20,041+9.8%AddedHolders
Q4 2024204,546$4.81M<0.1%+13,416+7.0%AddedHolders
Q3 2024191,130$4.46M<0.1%−7,762−3.9%ReducedHolders
Q2 2024198,892$3.99M<0.1%+55,624+38.8%AddedHolders
Q1 2024143,268$3.01M<0.1%+6,744+4.9%AddedHolders
Q4 2023136,524$2.65M<0.1%+1,016+0.7%AddedHolders
Q3 2023135,508$2.33M<0.1%−16,134−10.6%ReducedHolders
Q2 2023151,642$2.70M<0.1%−2,566−1.7%ReducedHolders
Q1 2023154,208$2.86M<0.1%+25,946+20.2%AddedHolders
Q4 2022128,262$2.77M<0.1%+5,722+4.7%AddedHolders
Q3 2022122,540$2.46M<0.1%+4,945+4.2%AddedHolders
Q2 2022117,595$2.21M<0.1%+11,293+10.6%AddedHolders
Q1 2022106,302$2.37M<0.1%+2,853+2.8%AddedHolders
Q4 2021103,449$2.25M<0.1%−2,135−2.0%ReducedHolders
Q3 2021105,584$2.25M<0.1%+9,319+9.7%AddedHolders
Q2 202196,265$1.94M<0.1%+7,408+8.3%AddedHolders
Q1 202188,857$1.84M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.