REGIONS FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2023
Top Holdings833 positions
ISHARES TR | 1.3M | $536.5M | 4.8% | $264.59 | +48.34% | 17 qtrssince 2019-Q1 | Increased 59 |
MICROSOFT CORP | 1.4M | $389.3M | 3.5% | $130.38 | +115.14% | 17 qtrssince 2019-Q1 | Increased 65 |
ISHARES TR | 1.5M | $374M | 3.4% | $35.53 | +34.32% | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.5M | $337.2M | 3.0% | $71.80 | +27.51% | 17 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.8M | $288.8M | 2.6% | $47.38 | +242.45% | 17 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 6.9M | $217.2M | 1.9% | $26.08 | +6.92% | 2 qtrssince 2022-Q4 | Increased 53 |
VANGUARD TAX-MANAGED FDS | 4.7M | $213.5M | 1.9% | $37.11 | +9.55% | 17 qtrssince 2019-Q1 | Increased 49 |
EXXON MOBIL CORP | 1.8M | $201.8M | 1.8% | $55.67 | +75.53% | 17 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 3.1M | $196.9M | 1.8% | $47.26 | +32.50% | 17 qtrssince 2019-Q1 | Increased 49 |
SNAP ON INC | 728,833 | $179.9M | 1.6% | $128.67 | +75.06% | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.3M | $163.6M | 1.5% | $57.36 | +12.65% | 17 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.2M | $162.7M | 1.5% | $82.90 | +44.29% | 17 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO INC | 1.5M | $160.3M | 1.4% | $64.17 | +49.28% | 17 qtrssince 2019-Q1 | Decreased 0 |
GLOBE LIFE INC | 1.4M | $157.5M | 1.4% | $97.53 | +9.50% | 14 qtrssince 2019-Q4 | Decreased 0 |
CHEVRON CORPORATION | 959,026 | $156.5M | 1.4% | $85.55 | +65.01% | 17 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 426,735 | $146.5M | 1.3% | $117.88 | +184.05% | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 564,341 | $137.9M | 1.2% | $40.57 | +48.02% | 17 qtrssince 2019-Q1 | Decreased 0 |
COCA COLA CO | 2.2M | $135.5M | 1.2% | $37.61 | +48.97% | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.4M | $132.5M | 1.2% | $87.86 | +0.53% | 17 qtrssince 2019-Q1 | Increased 48 |
NEXTERA ENERGY INC | 1.6M | $124M | 1.1% | $40.30 | +72.64% | 17 qtrssince 2019-Q1 | Decreased 0 |
REGIONS FINANCIAL CORP manages $11.1B across 833 positions as of Q1 2023. Top holdings: IVV (4.8%), MSFT (3.5%), IJH (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 47 new positions, 41 exits, 373 increased. Top move: MSFT (INCREASED, conviction 65). Portfolio: $11.1B across 833 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR