SFG
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Southern Financial Group’s Regions Financial RF Stock Holding History

Southern 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 		$2.04M Sell
67,587
-4,045
-6% -$114K 0.52% 11
2026
Q1 		$1.87M Sell
71,632
-4,827
-6% -$135K 0.52% 10
2025
Q4 		$2.07M Buy
+76,459
New +$1.95M 0.59% 10

Other funds holding RF

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

Southern Financial Group reduced its Regions Financial (RF) stake by 5.6% in Q2 2026, selling an estimated $114K and leaving 67,587 shares worth $2.04M. The position accounts for 0.52% of the portfolio, ranked #11.

Southern Financial Group first reported a position in RF in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.07M in Q4 2025. 545 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Southern Financial Group held 67,587 shares of Regions Financial worth $2.04M as of Q2 2026.
  • Southern Financial Group sold 4,045 Regions Financial shares in Q2 2026, an estimated $114K.
  • Regions Financial made up 0.52% of Southern Financial Group's portfolio in Q2 2026, its #11 holding.
  • Southern Financial Group first reported a position in Regions Financial in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Regions Financial position peaked at $2.07M in Q4 2025.
  • 545 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.