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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
Q2 		$335K Sell
11,079
-1,837
-14% -$51.6K 0.17% 59
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fortress Financial Group's RF Position: Q2 2026 in Review

Fortress Financial Group reduced its Regions Financial (RF) stake by 14% in Q2 2026, selling an estimated $51.6K and leaving 11,079 shares worth $335K. The position accounts for 0.17% of the portfolio, ranked #59.

Fortress Financial Group first reported a position in RF in Q4 2024 and has held it in 7 quarters since. The position peaked at $337K in Q1 2026. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Fortress Financial Group held 11,079 shares of Regions Financial worth $335K as of Q2 2026.
  • Fortress Financial Group sold 1,837 Regions Financial shares in Q2 2026, an estimated $51.6K.
  • Regions Financial made up 0.17% of Fortress Financial Group's portfolio in Q2 2026, its #59 holding.
  • Fortress Financial Group first reported a position in Regions Financial in Q4 2024 and has held it in 7 quarters since.
  • Fortress Financial Group's Regions Financial position peaked at $337K in Q1 2026.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.