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Summitry LLC’s Regions Financial RF Stock Holding History

Summitry LLC’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 		$412K Buy
13,646
+2,955
+28% +$82.9K 0.01% 184
2026
Q1 		$279K Buy
10,691
+2,914
+37% +$81.4K 0.01% 225
2025
Q4 		$211K Buy
+7,777
New +$199K 0.01% 234

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

Summitry LLC's RF Position: Q2 2026 in Review

Summitry LLC increased its Regions Financial (RF) stake by 28% in Q2 2026, buying an estimated $82.9K and bringing the position to 13,646 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #184.

Summitry LLC first reported a position in RF in Q4 2025 and has held it in 3 quarters since. 1,105 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Summitry LLC held 13,646 shares of Regions Financial worth $412K as of Q2 2026.
  • Summitry LLC bought 2,955 Regions Financial shares in Q2 2026, an estimated $82.9K.
  • Regions Financial made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #184 holding.
  • Summitry LLC first reported a position in Regions Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.