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Synergy Investment Management’s Regions Financial RF Stock Holding History

Synergy Investment Management’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 		$57.2K Buy
1,859
+1,355
+269% +$38K 0.01% 357
2026
Q1 		$13.2K Buy
+504
New +$14.1K ﹤0.01% 464

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Synergy Investment Management's RF Position: Q2 2026 in Review

Synergy Investment Management increased its Regions Financial (RF) stake by 269% in Q2 2026, buying an estimated $38K and bringing the position to 1,859 shares worth $57.2K. The position accounts for 0.01% of the portfolio, ranked #357.

Synergy Investment Management first reported a position in RF in Q1 2026 and has held it in 2 quarters since. 1,110 funds tracked by Wall St. Rank hold RF as of Q2 2026.

  • Synergy Investment Management held 1,859 shares of Regions Financial worth $57.2K as of Q2 2026.
  • Synergy Investment Management bought 1,355 Regions Financial shares in Q2 2026, an estimated $38K.
  • Regions Financial made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #357 holding.
  • Synergy Investment Management first reported a position in Regions Financial in Q1 2026 and has held it in 2 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Regions Financial as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.