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Sunrise Financial Services’s Regions Financial RF Stock Holding History

Sunrise Financial Services’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 		$3.56K Hold
118
– – ﹤0.01% 319
2026
Q1 		$3.08K Hold
118
– – ﹤0.01% 336
2025
Q4 		$3.2K Buy
+118
New +$3.01K ﹤0.01% 299

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

Sunrise Financial Services's RF Position: Q2 2026 in Review

Sunrise Financial Services held its Regions Financial (RF) position steady in Q2 2026 at 118 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Sunrise Financial Services 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.

  • Sunrise Financial Services held 118 shares of Regions Financial worth $3.56K as of Q2 2026.
  • Sunrise Financial Services left its Regions Financial share count unchanged in Q2 2026.
  • Regions Financial made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #319 holding.
  • Sunrise Financial Services 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 Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.