SF
RF icon

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
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 $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

Summit Financial's RF Position: Q1 2026 in Review

Summit Financial increased its Regions Financial (RF) stake by 7.4% in Q1 2026, buying an estimated $157K and bringing the position to 82,240 shares worth $2.17M. The position accounts for 0.03% of the portfolio, ranked #555.

Summit Financial first reported a position in RF in Q2 2024 and has held it in 8 quarters since. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Summit Financial held 82,240 shares of Regions Financial worth $2.17M as of Q1 2026.
  • Summit Financial bought 5,635 Regions Financial shares in Q1 2026, an estimated $157K.
  • Regions Financial made up 0.03% of Summit Financial's portfolio in Q1 2026, its #555 holding.
  • Summit Financial first reported a position in Regions Financial in Q2 2024 and has held it in 8 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

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