SSG
RF icon

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 $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 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. 1,107 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.
  • 1,107 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.