REGIONS FINANCIAL CORP
Institutional investor · Portfolio as of Q2 2025
Top Holdings848 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 1.1M | $697.9M | 4.8% | $286.15 | +114.38% | 26 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 1.2M | $603.7M | 4.2% | $142.75 | +246.21% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 9.1M | $564.8M | 3.9% | $56.03 | +9.80% | 26 qtrssince 2019-Q1 | Increased 71 |
VANGUARD FTSE DEVELOPED ETF | 7.6M | $435.8M | 3.0% | $41.12 | +35.26% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 3.8M | $415.2M | 2.9% | $75.89 | +43.08% | 26 qtrssince 2019-Q1 | Increased 57 |
SCHWAB FNDMN INTL LRG CO ETF | 9.7M | $388.5M | 2.7% | $27.98 | +38.72% | 11 qtrssince 2022-Q4 | Decreased 0 |
NVIDIA CORP | 2.4M | $378.4M | 2.6% | $112.65 | +40.02% | 26 qtrssince 2019-Q1 | Increased 53 |
JPMORGAN CHASE & CO | 1.2M | $338.7M | 2.3% | $88.65 | +219.31% | 26 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.6M | $332.8M | 2.3% | $96.32 | +111.98% | 26 qtrssince 2019-Q1 | Increased 53 |
ISHARES S&P 500 GROWTH ETF | 2.8M | $306.8M | 2.1% | $59.26 | +84.37% | 26 qtrssince 2019-Q1 | Increased 53 |
ELI LILLY & CO | 347,872 | $271.2M | 1.9% | $133.50 | +478.99% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MID-CAP ETF | 846,877 | $237M | 1.6% | $64.59 | +6.77% | 26 qtrssince 2019-Q1 | Increased 78 |
SNAP-ON INC | 725,470 | $225.8M | 1.6% | $131.63 | +132.97% | 26 qtrssince 2019-Q1 | Increased 48 |
WALMART INC | 2.3M | $221.8M | 1.5% | $50.60 | +91.41% | 26 qtrssince 2019-Q1 | Increased 48 |
VANGUARD S&P 500 ETF | 385,606 | $219M | 1.5% | $453.08 | +24.04% | 26 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 467,049 | $198.3M | 1.4% | $40.89 | +158.64% | 26 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 1.8M | $196.3M | 1.4% | $58.17 | +83.47% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI EAFE ETF CL USD INC | 2.2M | $192.2M | 1.3% | $58.23 | +50.71% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 875,139 | $192M | 1.3% | $119.71 | +86.53% | 26 qtrssince 2019-Q1 | Increased 48 |
VANGUARD FTSE EMERGING MARKETS | 3.3M | $161.8M | 1.1% | $37.43 | +28.74% | 26 qtrssince 2019-Q1 | Increased 50 |
REGIONS FINANCIAL CORP manages $14.5B across 848 positions as of Q2 2025. Top holdings: IVV (4.8%), MSFT (4.2%), IJH (3.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 60 new positions, 26 exits, 333 increased. Top move: VO (INCREASED, conviction 78). Portfolio: $14.5B across 848 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