Summit Financial Wealth Advisors’s Regions Financial RF Stock Holding History

Summit Financial Wealth Advisors’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 Q3	$266K	Hold	9,899	–	–	0.03%	189
2026 Q2	$299K	Buy	9,899 +211	+2%	+$5.92K	0.04%	176
2026 Q1	$253K	Hold	9,688	–	–	0.04%	167
2025 Q4	$263K	Hold	9,688	–	–	0.04%	161
2025 Q3	$254K	Buy	9,688 +602	+7%	+$15.6K	0.04%	158
2025 Q2	$214K	Buy	+9,086	New	+$192K	0.04%	160
2025 Q1	–	Sell	-8,718	Closed	-$210K	–	157
2024 Q4	$210K	Hold	8,718	–	–	0.04%	145
2024 Q3	$203K	Buy	+8,718	New	+$191K	0.04%	146
2016 Q1	–	Sell	-11,560	Closed	-$111K	–	140
2015 Q4	$111K	Buy	11,560 +5,944	+106%	+$57K	0.05%	117
2015 Q3	$50K	Hold	5,616	–	–	0.03%	124
2015 Q2	$58K	Hold	5,616	–	–	0.04%	127
2015 Q1	$58K	Hold	5,616	–	–	0.04%	114
2014 Q4	$59K	Buy	+5,616	New	+$56.1K	0.04%	113

Other funds holding RF

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Summit Financial Wealth Advisors's RF Position: Q3 2026 in Review

Summit Financial Wealth Advisors held its Regions Financial (RF) position steady in Q3 2026 at 9,899 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #189.

Summit Financial Wealth Advisors first reported a position in RF in Q4 2014 and has held it in 13 quarters since. The position peaked at $299K in Q2 2026. 909 funds tracked by Wall St. Rank hold RF as of Q3 2026.

Summit Financial Wealth Advisors held 9,899 shares of Regions Financial worth $266K as of Q3 2026.
Summit Financial Wealth Advisors left its Regions Financial share count unchanged in Q3 2026.
Regions Financial made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q3 2026, its #189 holding.
Summit Financial Wealth Advisors first reported a position in Regions Financial in Q4 2014 and has held it in 13 quarters since.
Summit Financial Wealth Advisors's Regions Financial position peaked at $299K in Q2 2026.
909 funds tracked by Wall St. Rank held Regions Financial as of Q3 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.