SF
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Summit Financial’s Regions Financial RF Stock Holding History

Summit Financial’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 		$2.1M Sell
68,838
-13,402
-16% -$376K 0.02% 623
2026
Q1 		$2.17M Buy
82,240
+5,635
+7% +$157K 0.03% 555
2025
Q4 		$2.1M Buy
76,605
+5,489
+8% +$140K 0.03% 482
2025
Q3 		$1.88M Sell
71,116
-4,408
-6% -$114K 0.03% 490
2025
Q2 		$1.8M Buy
75,524
+136
+0.2% +$2.88K 0.04% 310
2025
Q1 		$1.64M Buy
75,388
+18,102
+32% +$422K 0.05% 289
2024
Q4 		$1.36M Sell
57,286
-7,813
-12% -$193K 0.05% 264
2024
Q3 		$1.54M Sell
65,099
-9,760
-13% -$213K 0.06% 204
2024
Q2 		$1.52M Buy
+74,859
New +$1.45M 0.07% 180

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 $3.37T AUM 44.26% 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

Summit Financial's RF Position: Q2 2026 in Review

Summit Financial reduced its Regions Financial (RF) stake by 16% in Q2 2026, selling an estimated $376K and leaving 68,838 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #623.

Summit Financial first reported a position in RF in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.17M in Q1 2026. 1,108 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Summit Financial held 68,838 shares of Regions Financial worth $2.1M as of Q2 2026.
  • Summit Financial sold 13,402 Regions Financial shares in Q2 2026, an estimated $376K.
  • Regions Financial made up 0.02% of Summit Financial's portfolio in Q2 2026, its #623 holding.
  • Summit Financial first reported a position in Regions Financial in Q2 2024 and has held it in 9 quarters since.
  • Summit Financial's Regions Financial position peaked at $2.17M in Q1 2026.
  • 1,108 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.