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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
2025
Q1 		– Sell
-2,000
Closed -$47K – 1052
2024
Q4 		$47K Buy
+2,000
New +$49.4K 0.01% 296

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 Securities Group's RF Position: Q1 2026 in Review

Summit Securities Group reduced its Regions Financial (RF) stake by 89% in Q1 2026, selling an estimated $32.4K and leaving 143 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Summit Securities Group first reported a position in RF in Q4 2014 and has held it in 21 quarters since. The position peaked at $707K in Q4 2014. 1,070 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Summit Securities Group held 143 shares of Regions Financial worth $3.73K as of Q1 2026.
  • Summit Securities Group sold 1,160 Regions Financial shares in Q1 2026, an estimated $32.4K.
  • Regions Financial made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #848 holding.
  • Summit Securities Group first reported a position in Regions Financial in Q4 2014 and has held it in 21 quarters since.
  • Summit Securities Group's Regions Financial position peaked at $707K in Q4 2014.
  • 1,070 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.