REGIONS FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2026
Top Holdings860 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 1.2M | $754.8M | 4.9% | $302.05 | +126.25% | 29 qtrssince 2019-Q1 | Increased 61 |
ISHARES CORE S&P MIDCAP ETF | 10.1M | $685.2M | 4.4% | $57.13 | +24.03% | 29 qtrssince 2019-Q1 | Increased 59 |
VANGUARD FTSE DEVELOPED ETF | 8.1M | $521.4M | 3.4% | $50.40 | +32.16% | 29 qtrssince 2019-Q1 | Increased 58 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 4M | $498.7M | 3.2% | $78.28 | +65.04% | 29 qtrssince 2019-Q1 | Increased 57 |
SCHWAB FNDMN INTL LRG CO ETF | 9.2M | $452.4M | 2.9% | $28.29 | +76.19% | 14 qtrssince 2022-Q4 | Increased 54 |
MICROSOFT CORP | 1.2M | $433M | 2.8% | $328.09 | +23.12% | 29 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.6M | $414.5M | 2.7% | $175.94 | +43.99% | 29 qtrssince 2019-Q1 | Increased 55 |
NVIDIA CORP | 2.4M | $412.3M | 2.7% | $148.32 | +21.39% | 29 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.1M | $313.5M | 2.0% | $199.46 | +50.53% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 5.8M | $312M | 2.0% | $45.10 | +22.45% | 29 qtrssince 2019-Q1 | Increased 79 |
ISHARES S&P 500 GROWTH ETF | 2.7M | $304.8M | 2.0% | $59.26 | +100.27% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MID-CAP ETF | 1.1M | $303.2M | 2.0% | $66.04 | +8.36% | 29 qtrssince 2019-Q1 | Increased 54 |
EXXON MOBIL CORP | 1.7M | $294.9M | 1.9% | $85.10 | +78.42% | 29 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 295,365 | $271.7M | 1.8% | $441.96 | +107.46% | 29 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 2.2M | $268.7M | 1.7% | $76.44 | +67.34% | 29 qtrssince 2019-Q1 | Decreased 0 |
SNAP-ON INC | 722,531 | $262.4M | 1.7% | $236.77 | +62.12% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 865,112 | $248.8M | 1.6% | $166.66 | +82.15% | 29 qtrssince 2019-Q1 | Increased 48 |
JOHNSON & JOHNSON | 837,398 | $204.7M | 1.3% | $158.38 | +55.79% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI EAFE ETF CL USD INC | 2.1M | $201.7M | 1.3% | $58.23 | +71.90% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S&P 500 ETF | 328,683 | $196.4M | 1.3% | $581.72 | +7.56% | 29 qtrssince 2019-Q1 | Decreased 0 |
REGIONS FINANCIAL CORP manages $15.4B across 860 positions as of Q1 2026. Top holdings: IVV (4.9%), IJH (4.4%), VEA (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 59 new positions, 37 exits, 238 increased. Top move: VWO (INCREASED, conviction 79). Portfolio: $15.4B across 860 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