Summit Trail Advisors’s Regions Financial RF Stock Holding History

Summit Trail Advisors’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	$2.66M	Buy	88,167 +13,478	+18%	+$378K	0.03%	424
2026 Q1	$1.95M	Buy	74,689 +22,412	+43%	+$626K	0.03%	545
2025 Q4	$1.43M	Buy	52,277 +8,398	+19%	+$214K	0.02%	617
2025 Q3	$1.17M	Buy	43,879 +34,956	+392%	+$908K	0.02%	737
2025 Q2	$216K	Buy	+8,923	New	+$189K	﹤0.01%	1032
2025 Q1	–	Sell	-11,648	Closed	-$278K	–	457
2024 Q4	$278K	Buy	+11,648	New	+$288K	0.01%	308
2018 Q1	–	Sell	-7,677	Closed	-$145K	–	1379
2017 Q4	$145K	Buy	+7,677	New	+$123K	0.02%	522

Other funds holding RF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Summit Trail Advisors's RF Position: Q2 2026 in Review

Summit Trail Advisors increased its Regions Financial (RF) stake by 18% in Q2 2026, buying an estimated $378K and bringing the position to 88,167 shares worth $2.66M. The position accounts for 0.03% of the portfolio, ranked #424.

Summit Trail Advisors first reported a position in RF in Q4 2017 and has held it in 7 quarters since. 1,103 funds tracked by Wall St. Rank hold RF as of Q2 2026.

Summit Trail Advisors held 88,167 shares of Regions Financial worth $2.66M as of Q2 2026.
Summit Trail Advisors bought 13,478 Regions Financial shares in Q2 2026, an estimated $378K.
Regions Financial made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #424 holding.
Summit Trail Advisors first reported a position in Regions Financial in Q4 2017 and has held it in 7 quarters since.
1,103 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.