REGIONS FINANCIAL CORP
Institutional investor · Portfolio as of Q2 2024
Top Holdings824 positions
ISHARES TR | 1.1M | $615M | 4.7% | $264.59 | +101.03% | 22 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.2M | $532.1M | 4.0% | $131.39 | +234.28% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 7.4M | $430.3M | 3.3% | $35.61 | +59.50% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.6M | $380.7M | 2.9% | $72.57 | +41.63% | 22 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 10.4M | $362.6M | 2.8% | $27.26 | +19.82% | 7 qtrssince 2022-Q4 | Increased 54 |
APPLE INC | 1.6M | $344.9M | 2.6% | $47.38 | +340.32% | 22 qtrssince 2019-Q1 | Decreased 0 |
LILLY ELI & CO | 366,194 | $331.5M | 2.5% | $117.88 | +656.41% | 22 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 2.6M | $326.2M | 2.5% | $6.63 | +1758.59% | 22 qtrssince 2019-Q1 | Increased 86 |
VANGUARD TAX-MANAGED INTL FD | 5.8M | $285.8M | 2.2% | $37.94 | +22.53% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3M | $274.6M | 2.1% | $47.46 | +93.03% | 22 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.2M | $239.1M | 1.8% | $84.87 | +127.45% | 22 qtrssince 2019-Q1 | Increased 49 |
EXXON MOBIL CORP | 1.9M | $213.7M | 1.6% | $58.04 | +87.01% | 22 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 2.5M | $198.3M | 1.5% | $58.12 | +28.37% | 22 qtrssince 2019-Q1 | Decreased 0 |
SNAP ON INC | 726,026 | $189.8M | 1.4% | $128.67 | +91.51% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 497,654 | $181.4M | 1.4% | $40.85 | +121.04% | 22 qtrssince 2019-Q1 | Increased 48 |
VANGUARD INDEX FDS | 348,930 | $174.5M | 1.3% | $438.23 | +11.07% | 22 qtrssince 2019-Q1 | Increased 77 |
MERCK & CO. INC | 1.4M | $171.7M | 1.3% | $64.17 | +79.53% | 22 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 856,508 | $165.5M | 1.3% | $109.51 | +76.47% | 22 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 2.3M | $155.9M | 1.2% | $32.37 | +104.87% | 22 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 849,472 | $154.7M | 1.2% | $74.60 | +142.15% | 22 qtrssince 2019-Q1 | Increased 49 |
REGIONS FINANCIAL CORP manages $13.2B across 824 positions as of Q2 2024. Top holdings: IVV (4.7%), MSFT (4.0%), IJH (3.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 38 new positions, 49 exits, 202 increased. Top move: NVDA (INCREASED, conviction 86). Portfolio: $13.2B across 824 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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