Summit Wealth Partners, LLC

Position in RF — Regions Financial Corp

CIK 2033312 Orlando, FL

Position in RF

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$226,500

+$23,250 QoQ

Shares Held

7,500

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#829

of 1,096 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Wealth Partners, LLC holds $1,345,691 across 3 Banks - Regional names. RF ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SSB	SouthState Bank Corp	8,805	$879,619
2	PNC	Pnc Financial Services Group, Inc.	973	$239,572
3	RF	Regions Financial Corp This page	7,500	$226,500

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,500	7,500	0.0%	Shares	Sole	2026-08-03
2025-12-31	$203,250	7,500	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.