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Summit Wealth Partners’s Regions Financial RF Stock Holding History

Summit Wealth Partners’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 		$227K Buy
+7,500
New +$211K 0.03% 269
2026
Q1 		– Sell
-7,500
Closed -$203K – 273
2025
Q4 		$203K Buy
+7,500
New +$192K 0.04% 201

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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 Wealth Partners's RF Position: Q2 2026 in Review

Summit Wealth Partners opened a new position in Regions Financial (RF) in Q2 2026: 7,500 shares worth $227K. The stake represents 0.03% of the portfolio and ranks #269 among its holdings. This is a return to the name: Summit Wealth Partners previously reported a position in RF as recently as Q4 2025.

Summit Wealth Partners first reported a position in RF in Q4 2025 and has held it in 2 quarters since. 1,105 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Summit Wealth Partners held 7,500 shares of Regions Financial worth $227K as of Q2 2026.
  • Regions Financial was a new Summit Wealth Partners position in Q2 2026.
  • Regions Financial made up 0.03% of Summit Wealth Partners's portfolio in Q2 2026, its #269 holding.
  • Summit Wealth Partners first reported a position in Regions Financial in Q4 2025 and has held it in 2 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

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