REGIONS FINANCIAL CORP
Institutional investor · Portfolio as of Q2 2026
Top Holdings856 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 1.2M | $905M | 5.4% | $321.62 | +139.30% | 30 qtrssince 2019-Q1 | Increased 65 |
ISHARES CORE S&P MIDCAP ETF | 8.6M | $666.1M | 4.0% | $57.13 | +34.11% | 30 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 9M | $643.4M | 3.8% | $52.47 | +40.00% | 30 qtrssince 2019-Q1 | Increased 64 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 4.1M | $605.3M | 3.6% | $79.48 | +84.66% | 30 qtrssince 2019-Q1 | Increased 59 |
SCHWAB FNDMN INTL LRG CO ETF | 9.9M | $523.9M | 3.1% | $29.98 | +85.65% | 15 qtrssince 2022-Q4 | Increased 62 |
APPLE INC | 1.6M | $473.2M | 2.8% | $176.07 | +78.03% | 30 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORP | 2.3M | $465.6M | 2.8% | $148.32 | +41.35% | 30 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.2M | $429.6M | 2.6% | $327.85 | +51.40% | 30 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 6.2M | $367.5M | 2.2% | $46.02 | +31.83% | 30 qtrssince 2019-Q1 | Increased 57 |
ISHARES S&P 500 GROWTH ETF | 2.6M | $359.9M | 2.1% | $59.26 | +133.92% | 30 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.1M | $344M | 2.1% | $199.46 | +78.73% | 30 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 272,730 | $327.1M | 2.0% | $441.96 | +169.12% | 30 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 849,490 | $303.6M | 1.8% | $166.66 | +105.20% | 30 qtrssince 2019-Q1 | Decreased 0 |
SNAP-ON INC | 719,413 | $289.5M | 1.7% | $233.21 | +70.44% | 30 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MID-CAP ETF | 3.3M | $263.6M | 1.6% | $75.88 | +9.54% | 30 qtrssince 2019-Q1 | Increased 78 |
WALMART INC | 2.1M | $242.2M | 1.4% | $75.95 | +37.38% | 30 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 1.7M | $235.7M | 1.4% | $85.10 | +85.90% | 30 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI EAFE ETF CL USD INC | 2.2M | $226.3M | 1.4% | $60.35 | +79.39% | 30 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 1.8M | $223.3M | 1.3% | $103.63 | +17.48% | 30 qtrssince 2019-Q1 | Increased 78 |
VANGUARD S&P 500 ETF | 324,303 | $222.7M | 1.3% | $581.72 | +21.05% | 30 qtrssince 2019-Q1 | Decreased 0 |
REGIONS FINANCIAL CORP manages $16.8B across 856 positions as of Q2 2026. Top holdings: IVV (5.4%), IJH (4.0%), VEA (3.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 53 new positions, 57 exits, 230 increased. Top move: VO (INCREASED, conviction 78). Portfolio: $16.8B across 856 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR