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Summit Securities Group’s Regions Financial RF Stock Holding History

Summit Securities 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 		$56.5K Buy
1,872
+1,729
+1,209% +$48.5K 0.01% 562
2026
Q1 		$3.73K Sell
143
-1,160
-89% -$32.4K ﹤0.01% 848
2025
Q4 		$35.3K Sell
1,303
-235
-15% -$6K ﹤0.01% 687
2025
Q3 		$40.6K Buy
1,538
+933
+154% +$24.2K 0.01% 620
2025
Q2 		$14.2K Buy
+605
New +$12.8K ﹤0.01% 811
2025
Q1 		– Sell
-3,976
Closed -$93.5K – 1051
2024
Q4 		$93.5K Buy
+3,976
New +$98.2K 0.02% 235
2024
Q1 		– Sell
-1,700
Closed -$33K – 815
2023
Q4 		$33K Buy
+1,700
New +$28.2K ﹤0.01% 432
2023
Q3 		– Sell
-1,227
Closed -$22K – 949
2023
Q2 		$22K Sell
1,227
-606
-33% -$10.7K ﹤0.01% 614
2023
Q1 		$34K Sell
1,833
-13,638
-88% -$297K ﹤0.01% 513
2022
Q4 		$334K Buy
15,471
+14,171
+1,090% +$307K 0.01% 323
2022
Q3 		$26K Sell
1,300
-2,254
-63% -$47.6K ﹤0.01% 690
2022
Q2 		$67K Buy
3,554
+1,568
+79% +$32.4K 0.01% 486
2022
Q1 		$44K Sell
1,986
-26,414
-93% -$622K ﹤0.01% 630
2021
Q4 		$619K Buy
28,400
+12,500
+79% +$286K 0.03% 323
2021
Q3 		$339K Sell
15,900
-7,996
-33% -$159K 0.03% 504
2021
Q2 		$482K Buy
+23,896
New +$517K 0.04% 393
2018
Q1 		– Sell
-37,300
Closed -$645K – 219
2017
Q4 		$645K Buy
+37,300
New +$596K 0.08% 82
2017
Q2 		– Sell
-30,959
Closed -$450K – 351
2017
Q1 		$450K Buy
+30,959
New +$457K 0.13% 167
2016
Q1 		– Sell
-19,800
Closed -$190K – 297
2015
Q4 		$190K Sell
19,800
-8,700
-31% -$83.5K 0.06% 201
2015
Q3 		$257K Sell
28,500
-702
-2% -$6.94K 0.19% 71
2015
Q2 		$303K Buy
+29,202
New +$294K 0.15% 52
2015
Q1 		– Sell
-66,915
Closed -$707K – 594
2014
Q4 		$707K Buy
+66,915
New +$668K 0.2% 84

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Summit Securities Group's RF Position: Q2 2026 in Review

Summit Securities Group increased its Regions Financial (RF) stake by 1,209% in Q2 2026, buying an estimated $48.5K and bringing the position to 1,872 shares worth $56.5K. The position accounts for 0.01% of the portfolio, ranked #562.

Summit Securities Group first reported a position in RF in Q4 2014 and has held it in 22 quarters since. The position peaked at $707K in Q4 2014. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Summit Securities Group held 1,872 shares of Regions Financial worth $56.5K as of Q2 2026.
  • Summit Securities Group bought 1,729 Regions Financial shares in Q2 2026, an estimated $48.5K.
  • Regions Financial made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #562 holding.
  • Summit Securities Group first reported a position in Regions Financial in Q4 2014 and has held it in 22 quarters since.
  • Summit Securities Group's Regions Financial position peaked at $707K in Q4 2014.
  • 1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.