REGIONS FINANCIAL CORP
Institutional investor · Portfolio as of Q3 2022
Top Holdings817 positions
ISHARES TR | 1.3M | $462M | 4.7% | $261.02 | +30.08% | 15 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 1.5M | $331.1M | 3.3% | $35.53 | +16.75% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.5M | $303.4M | 3.1% | $71.75 | +14.16% | 15 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.2M | $277.5M | 2.8% | $110.12 | +104.67% | 15 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.8M | $253.6M | 2.6% | $47.38 | +186.09% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3M | $171.7M | 1.7% | $46.77 | +20.59% | 15 qtrssince 2019-Q1 | Increased 49 |
EXXON MOBIL CORP | 1.9M | $163.9M | 1.7% | $55.51 | +37.98% | 15 qtrssince 2019-Q1 | Increased 48 |
VANGUARD TAX-MANAGED FDS | 4.5M | $161.9M | 1.6% | $37.05 | -13.02% | 15 qtrssince 2019-Q1 | Increased 49 |
ELI LILLY & CO | 467,116 | $151M | 1.5% | $117.88 | +165.84% | 15 qtrssince 2019-Q1 | Decreased 0 |
SNAP ON INC | 729,856 | $147M | 1.5% | $128.67 | +40.85% | 15 qtrssince 2019-Q1 | Increased 48 |
GLOBE LIFE INC | 1.5M | $145.7M | 1.5% | $97.53 | -1.34% | 12 qtrssince 2019-Q4 | Decreased 0 |
MERCK & CO INC | 1.7M | $144M | 1.5% | $64.17 | +19.21% | 15 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORPORATION | 994,924 | $142.9M | 1.4% | $85.55 | +42.92% | 15 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.3M | $135.8M | 1.4% | $82.90 | +13.85% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.4M | $135M | 1.4% | $57.36 | -11.38% | 15 qtrssince 2019-Q1 | Increased 48 |
NEXTERA ENERGY INC | 1.7M | $129.7M | 1.3% | $40.30 | +73.61% | 15 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 593,397 | $124.9M | 1.3% | $40.57 | +26.86% | 15 qtrssince 2019-Q1 | Decreased 0 |
COCA COLA CO | 2.2M | $121.6M | 1.2% | $37.38 | +33.37% | 15 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 736,061 | $120.2M | 1.2% | $117.10 | +24.52% | 15 qtrssince 2019-Q1 | Decreased 0 |
HUNT J B TRANS SVCS INC | 685,122 | $107.2M | 1.1% | $96.04 | +56.82% | 15 qtrssince 2019-Q1 | Increased 47 |
REGIONS FINANCIAL CORP manages $9.9B across 817 positions as of Q3 2022. Top holdings: IVV (4.7%), IJH (3.3%), IJR (3.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 30 new positions, 67 exits, 264 increased. Top move: IVV (INCREASED, conviction 57). Portfolio: $9.9B across 817 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
Verify source filings on SEC EDGAR