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Fortress Financial Group’s Regions Financial RF Stock Holding History

Fortress Financial Group’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$337K Buy
12,916
+624
+5% +$17.4K 0.25% 54
2025
Q4 		$333K Buy
12,292
+124
+1% +$3.17K 0.25% 56
2025
Q3 		$321K Buy
12,168
+127
+1% +$3.3K 0.25% 62
2025
Q2 		$283K Buy
12,041
+139
+1% +$2.94K 0.24% 59
2025
Q1 		$259K Sell
11,902
-45
-0.4% -$1.05K 0.26% 55
2024
Q4 		$277K Buy
+11,947
New +$295K 0.28% 53

Other funds holding RF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fortress Financial Group's RF Position: Q1 2026 in Review

Fortress Financial Group increased its Regions Financial (RF) stake by 5.1% in Q1 2026, buying an estimated $17.4K and bringing the position to 12,916 shares worth $337K. The position accounts for 0.25% of the portfolio, ranked #54.

Fortress Financial Group first reported a position in RF in Q4 2024 and has held it in 6 quarters since. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Fortress Financial Group held 12,916 shares of Regions Financial worth $337K as of Q1 2026.
  • Fortress Financial Group bought 624 Regions Financial shares in Q1 2026, an estimated $17.4K.
  • Regions Financial made up 0.25% of Fortress Financial Group's portfolio in Q1 2026, its #54 holding.
  • Fortress Financial Group first reported a position in Regions Financial in Q4 2024 and has held it in 6 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.