REGIONS FINANCIAL CORP
Institutional investor · Portfolio as of Q3 2020
Top Holdings800 positions
iShares Core S&P 500 ETF | 1.5M | $501.7M | 5.5% | $257.41 | +20.04% | 7 qtrssince 2019-Q1 | Increased 61 |
Microsoft Corp | 1.4M | $298.5M | 3.3% | $110.12 | +81.64% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MID-CAP ETF | 1.4M | $262.6M | 2.9% | $33.91 | +0.55% | 7 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 2.1M | $246.5M | 2.7% | $47.38 | +136.88% | 7 qtrssince 2019-Q1 | Increased 85 |
ISHARES CORE S&P SMALL-CAP ETF | 3.2M | $225.1M | 2.5% | $67.95 | -5.60% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 651,464 | $150.5M | 1.6% | $41.92 | +32.57% | 7 qtrssince 2019-Q1 | Increased 51 |
Torchmark Corp | 1.8M | $145.3M | 1.6% | $97.53 | -22.26% | 4 qtrssince 2019-Q4 | Decreased 0 |
JPMorgan Chase & Co | 1.5M | $140.9M | 1.5% | $82.67 | -0.08% | 7 qtrssince 2019-Q1 | Decreased 0 |
Wal-Mart Stores Inc | 956,513 | $133.8M | 1.5% | $29.54 | +46.03% | 7 qtrssince 2019-Q1 | Decreased 0 |
NextEra Energy Inc | 480,419 | $133.3M | 1.5% | $40.08 | +48.39% | 7 qtrssince 2019-Q1 | Decreased 0 |
Merck & Co Inc | 1.5M | $126.7M | 1.4% | $62.99 | +4.22% | 7 qtrssince 2019-Q1 | Decreased 0 |
Procter & Gamble Co/The | 910,427 | $126.5M | 1.4% | $85.93 | +38.85% | 7 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 39,501 | $124.4M | 1.4% | $92.60 | +70.01% | 7 qtrssince 2019-Q1 | Decreased 0 |
Verizon Communications Inc | 2M | $121.1M | 1.3% | $37.87 | +8.01% | 7 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc/The | 429,643 | $119.3M | 1.3% | $160.66 | +48.97% | 7 qtrssince 2019-Q1 | Decreased 0 |
iShares Russell 1000 Growth ETF | 547,855 | $118.8M | 1.3% | $37.53 | +39.53% | 7 qtrssince 2019-Q1 | Increased 51 |
Coca-Cola Co/The | 2.4M | $117.5M | 1.3% | $37.37 | +10.63% | 7 qtrssince 2019-Q1 | Decreased 0 |
PepsiCo Inc | 828,079 | $114.8M | 1.3% | $97.94 | +16.88% | 7 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEV MKT ETF | 2.8M | $114M | 1.2% | $32.74 | +4.42% | 7 qtrssince 2019-Q1 | Decreased 0 |
iShares MSCI EAFE ETF | 1.8M | $113.6M | 1.2% | $52.51 | +3.27% | 7 qtrssince 2019-Q1 | Increased 48 |
REGIONS FINANCIAL CORP manages $9.2B across 800 positions as of Q3 2020. Top holdings: IVV (5.5%), MSFT (3.3%), IJH (2.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 41 new positions, 48 exits, 277 increased. Top move: AAPL (INCREASED, conviction 85). Portfolio: $9.2B across 800 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