REGIONS FINANCIAL CORP NEW

Ticker: RF CUSIP: 7591EP100 Class: COM

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 319,114 Value ($000) $8,648 Avg Close $25.37 Range $22.46 - $27.98

Q3 2025

Shares 302,321 Value ($000) $7,972 Avg Close $25.54 Range $22.88 - $27.32

Q2 2025

Shares 256,083 Value ($000) $6,023 Avg Close $20.58 Range $17.18 - $23.21

Q1 2025

Shares 224,587 Value ($000) $4,880 Avg Close $22.41 Range $20.03 - $24.20

Q4 2024

Shares 204,546 Value ($000) $4,811 Avg Close $23.54 Range $21.12 - $26.55

Q3 2024

Shares 191,130 Value ($000) $4,459 Avg Close $20.60 Range $18.32 - $22.25

Q2 2024

Shares 198,892 Value ($000) $3,986 Avg Close $18.06 Range $16.65 - $19.54

Q1 2024

Shares 143,268 Value ($000) $3,014 Avg Close $17.40 Range $15.95 - $19.56

Q4 2023

Shares 136,524 Value ($000) $2,646 Avg Close $15.05 Range $12.39 - $18.11

Q3 2023

Shares 135,508 Value ($000) $2,331 Avg Close $16.95 Range $15.01 - $18.73

Q2 2023

Shares 151,642 Value ($000) $2,702 Avg Close $15.61 Range $13.49 - $17.08

Q1 2023

Shares 154,208 Value ($000) $2,862 Avg Close $19.05 Range $12.28 - $21.24

Q4 2022

Shares 128,262 Value ($000) $2,765 Avg Close $18.80 Range $16.52 - $20.46

Q3 2022

Shares 122,540 Value ($000) $2,459 Avg Close $18.15 Range $15.43 - $20.02

Q2 2022

Shares 117,595 Value ($000) $2,205 Avg Close $17.59 Range $15.58 - $19.38

Q1 2022

Shares 106,302 Value ($000) $2,366 Avg Close $19.89 Range $17.89 - $21.57

Q4 2021

Shares 103,449 Value ($000) $2,255 Avg Close $19.19 Range $17.08 - $20.84

Q3 2021

Shares 105,584 Value ($000) $2,250 Avg Close $16.56 Range $14.96 - $18.40

Q2 2021

Shares 96,265 Value ($000) $1,943 Avg Close $17.87 Range $15.74 - $19.63

Q1 2021

Shares 88,857 Value ($000) $1,836 Avg Close $16.04 Range $12.87 - $18.51

Q4 2020

Shares 84,610 Value ($000) $1,364 Avg Close $11.76 Range $9.16 - $13.38

Q3 2020

Shares 91,131 Value ($000) $1,051 Avg Close $8.96 Range $7.83 - $9.99

Q2 2020

Shares 88,303 Value ($000) $982 Avg Close $8.44 Range $6.24 - $11.40

Q1 2020

Shares 80,740 Value ($000) $724 Avg Close $10.97 Range $5.48 - $13.52

Q4 2019

Shares 86,409 Value ($000) $1,483 Avg Close $12.78 Range $11.44 - $13.71

Q3 2019

Shares 171,847 Value ($000) $2,719 Avg Close $11.61 Range $10.34 - $12.91

Q2 2019

Shares 57,555 Value ($000) $860 Avg Close $11.23 Range $10.39 - $12.07

Q1 2019

Shares 82,809 Value ($000) $1,172 Avg Close $11.54 Range $9.85 - $12.57

Q4 2018

Shares 87,723 Value ($000) $1,174 Avg Close $11.99 Range $9.31 - $14.10

Q3 2018

Shares 139,013 Value ($000) $2,551 Avg Close $13.95 Range $12.63 - $14.78

Q2 2018

Shares 32,856 Value ($000) $584 Avg Close $13.80 Range $13.10 - $14.43

Q1 2018

Shares 31,659 Value ($000) $588 Avg Close $13.90 Range $12.63 - $14.88

Q4 2017

Shares 78,028 Value ($000) $1,348 Avg Close $11.67 Range $10.66 - $12.88

Q3 2017

Shares 46,899 Value ($000) $714 Avg Close $10.43 Range $9.50 - $11.17

Q2 2017

Shares 47,696 Value ($000) $698 Avg Close $10.15 Range $9.36 - $10.75

Q1 2017

Shares 48,661 Value ($000) $707 Avg Close $10.60 Range $9.79 - $11.50

Q4 2016

Shares 51,979 Value ($000) $746 Avg Close $8.84 Range $6.98 - $10.57

Q3 2016

Shares 81,501 Value ($000) $804 Avg Close $6.65 Range $5.53 - $7.20

Q2 2016

Shares 76,250 Value ($000) $649 Avg Close $6.39 Range $5.31 - $7.05

Q1 2016

Shares 76,862 Value ($000) $603 Avg Close $5.64 Range $4.90 - $6.65

Q4 2015

Shares 89,846 Value ($000) $863 Avg Close $6.68 Range $5.94 - $7.14

Q3 2015

Shares 120,256 Value ($000) $1,084 Avg Close $6.84 Range $6.05 - $7.51

Q2 2015

Shares 96,290 Value ($000) $998 Avg Close $6.93 Range $6.37 - $7.47

Q1 2015

Shares 51,412 Value ($000) $486 Avg Close $6.47 Range $5.87 - $7.30

Q4 2014

Shares 61,020 Value ($000) $644 Avg Close $6.80 Range $6.02 - $7.40

Q3 2014

Shares 57,676 Value ($000) $579 Avg Close $6.91 Range $6.53 - $7.41

Q2 2014

Shares 59,134 Value ($000) $628 Avg Close $7.03 Range $6.60 - $7.59

Q1 2014

Shares 39,717 Value ($000) $441 Avg Close $7.08 Range $6.57 - $7.77

Q4 2013

Shares 26,024 Value ($000) $257 Avg Close $6.45 Range $6.15 - $6.78

Q3 2013

Shares 14,910 Value ($000) $138 Avg Close $6.54 Range $5.92 - $7.02

Q2 2013

Shares 15,734 Value ($000) $150 Avg Close $5.80 Range $5.07 - $6.48

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	319,114	$8,648	$25.37	$22.46 - $27.98
Q3 2025	302,321	$7,972	$25.54	$22.88 - $27.32
Q2 2025	256,083	$6,023	$20.58	$17.18 - $23.21
Q1 2025	224,587	$4,880	$22.41	$20.03 - $24.20
Q4 2024	204,546	$4,811	$23.54	$21.12 - $26.55
Q3 2024	191,130	$4,459	$20.60	$18.32 - $22.25
Q2 2024	198,892	$3,986	$18.06	$16.65 - $19.54
Q1 2024	143,268	$3,014	$17.40	$15.95 - $19.56
Q4 2023	136,524	$2,646	$15.05	$12.39 - $18.11
Q3 2023	135,508	$2,331	$16.95	$15.01 - $18.73
Q2 2023	151,642	$2,702	$15.61	$13.49 - $17.08
Q1 2023	154,208	$2,862	$19.05	$12.28 - $21.24
Q4 2022	128,262	$2,765	$18.80	$16.52 - $20.46
Q3 2022	122,540	$2,459	$18.15	$15.43 - $20.02
Q2 2022	117,595	$2,205	$17.59	$15.58 - $19.38
Q1 2022	106,302	$2,366	$19.89	$17.89 - $21.57
Q4 2021	103,449	$2,255	$19.19	$17.08 - $20.84
Q3 2021	105,584	$2,250	$16.56	$14.96 - $18.40
Q2 2021	96,265	$1,943	$17.87	$15.74 - $19.63
Q1 2021	88,857	$1,836	$16.04	$12.87 - $18.51
Q4 2020	84,610	$1,364	$11.76	$9.16 - $13.38
Q3 2020	91,131	$1,051	$8.96	$7.83 - $9.99
Q2 2020	88,303	$982	$8.44	$6.24 - $11.40
Q1 2020	80,740	$724	$10.97	$5.48 - $13.52
Q4 2019	86,409	$1,483	$12.78	$11.44 - $13.71
Q3 2019	171,847	$2,719	$11.61	$10.34 - $12.91
Q2 2019	57,555	$860	$11.23	$10.39 - $12.07
Q1 2019	82,809	$1,172	$11.54	$9.85 - $12.57
Q4 2018	87,723	$1,174	$11.99	$9.31 - $14.10
Q3 2018	139,013	$2,551	$13.95	$12.63 - $14.78
Q2 2018	32,856	$584	$13.80	$13.10 - $14.43
Q1 2018	31,659	$588	$13.90	$12.63 - $14.88
Q4 2017	78,028	$1,348	$11.67	$10.66 - $12.88
Q3 2017	46,899	$714	$10.43	$9.50 - $11.17
Q2 2017	47,696	$698	$10.15	$9.36 - $10.75
Q1 2017	48,661	$707	$10.60	$9.79 - $11.50
Q4 2016	51,979	$746	$8.84	$6.98 - $10.57
Q3 2016	81,501	$804	$6.65	$5.53 - $7.20
Q2 2016	76,250	$649	$6.39	$5.31 - $7.05
Q1 2016	76,862	$603	$5.64	$4.90 - $6.65
Q4 2015	89,846	$863	$6.68	$5.94 - $7.14
Q3 2015	120,256	$1,084	$6.84	$6.05 - $7.51
Q2 2015	96,290	$998	$6.93	$6.37 - $7.47
Q1 2015	51,412	$486	$6.47	$5.87 - $7.30
Q4 2014	61,020	$644	$6.80	$6.02 - $7.40
Q3 2014	57,676	$579	$6.91	$6.53 - $7.41
Q2 2014	59,134	$628	$7.03	$6.60 - $7.59
Q1 2014	39,717	$441	$7.08	$6.57 - $7.77
Q4 2013	26,024	$257	$6.45	$6.15 - $6.78
Q3 2013	14,910	$138	$6.54	$5.92 - $7.02
Q2 2013	15,734	$150	$5.80	$5.07 - $6.48