REGIONS FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2024
Top Holdings835 positions
ISHARES INC | 1.2M | $616.9M | 4.7% | $264.59 | +92.56% | 21 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.2M | $519.7M | 3.9% | $131.39 | +214.10% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 7.4M | $452.1M | 3.4% | $35.61 | +65.10% | 21 qtrssince 2019-Q1 | Increased 93 |
ISHARES TR | 3.6M | $395.3M | 3.0% | $72.57 | +46.23% | 21 qtrssince 2019-Q1 | Increased 57 |
SCHWAB STRATEGIC TR | 10.2M | $364.5M | 2.8% | $27.20 | +20.97% | 6 qtrssince 2022-Q4 | Increased 56 |
VANGUARD | 5.9M | $293.6M | 2.2% | $37.94 | +23.24% | 21 qtrssince 2019-Q1 | Increased 54 |
ELI LILLY & CO | 375,773 | $292.3M | 2.2% | $117.88 | +548.85% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.7M | $285M | 2.2% | $47.38 | +258.01% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3M | $255.1M | 1.9% | $47.46 | +75.99% | 21 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 270,304 | $244.2M | 1.9% | $6.63 | +1259.24% | 21 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO. | 1.2M | $233.4M | 1.8% | $82.90 | +128.13% | 21 qtrssince 2019-Q1 | Decreased 0 |
SNAP ON INC | 726,361 | $215.2M | 1.6% | $128.67 | +115.57% | 21 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 1.8M | $214.3M | 1.6% | $57.01 | +88.19% | 21 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 2.5M | $203.4M | 1.5% | $58.12 | +28.62% | 21 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO INC | 1.4M | $186.8M | 1.4% | $64.17 | +90.21% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 494,863 | $166.8M | 1.3% | $40.57 | +105.56% | 21 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 881,303 | $159M | 1.2% | $109.51 | +64.72% | 21 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 1.4M | $148M | 1.1% | $88.10 | +11.84% | 21 qtrssince 2019-Q1 | Increased 49 |
WALMART INC | 2.4M | $141.7M | 1.1% | $32.37 | +81.43% | 21 qtrssince 2019-Q1 | Increased 77 |
HOME DEPOT INC | 360,120 | $138.1M | 1.0% | $162.24 | +121.71% | 21 qtrssince 2019-Q1 | Decreased 0 |
REGIONS FINANCIAL CORP manages $13.2B across 835 positions as of Q1 2024. Top holdings: IVV (4.7%), MSFT (3.9%), IJH (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 44 new positions, 27 exits, 290 increased. Top move: IJH (INCREASED, conviction 93). Portfolio: $13.2B across 835 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