REGIONS FINANCIAL CORP
Institutional investor · Portfolio as of Q3 2025
Top Holdings837 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES S&P 100 ETF CL USD INC | 29.3M | $3.4B | 10.8% | $330.51 | +0.03% | 27 qtrssince 2019-Q1 | Increased 100 |
MICROSOFT CORP | 2.4M | $1.3B | 4.1% | $328.09 | +56.56% | 27 qtrssince 2019-Q1 | Increased 94 |
VANGUARD FTSE DEVELOPED ETF | 15.8M | $945.4M | 3.1% | $50.19 | +16.99% | 27 qtrssince 2019-Q1 | Increased 94 |
NVIDIA CORP | 4.9M | $922.6M | 3.0% | $148.32 | +22.60% | 27 qtrssince 2019-Q1 | Increased 88 |
VANGUARD S&P 500 ETF | 2.2M | $902.4M | 2.9% | $581.72 | +4.59% | 27 qtrssince 2019-Q1 | Increased 88 |
APPLE INC | 3.2M | $817.5M | 2.6% | $174.18 | +45.65% | 27 qtrssince 2019-Q1 | Increased 87 |
ISHARES CORE S&P 500 ETF | 1.1M | $752.8M | 2.4% | $286.41 | +131.98% | 27 qtrssince 2019-Q1 | Increased 54 |
JPMORGAN CHASE & CO | 2.3M | $728.9M | 2.4% | $199.46 | +56.80% | 27 qtrssince 2019-Q1 | Increased 87 |
ISHARES CORE S&P MIDCAP ETF | 9.4M | $616.3M | 2.0% | $56.34 | +15.13% | 27 qtrssince 2019-Q1 | Increased 52 |
ELI LILLY & CO | 687,172 | $524.3M | 1.7% | $441.96 | +71.56% | 27 qtrssince 2019-Q1 | Increased 79 |
SNAP-ON INC | 1.5M | $502.6M | 1.6% | $236.77 | +44.44% | 27 qtrssince 2019-Q1 | Increased 80 |
WALMART INC | 4.5M | $462.3M | 1.5% | $76.44 | +34.58% | 27 qtrssince 2019-Q1 | Increased 79 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 3.8M | $455.3M | 1.5% | $76.25 | +54.79% | 27 qtrssince 2019-Q1 | Increased 50 |
EXXON MOBIL CORP | 3.6M | $407.3M | 1.3% | $85.10 | +32.18% | 27 qtrssince 2019-Q1 | Increased 79 |
SCHWAB US BROAD MARKET ETF | 9.3M | $394.9M | 1.3% | $25.54 | +0.04% | 14 qtrssince 2022-Q2 | Increased 79 |
SCHWAB FNDMN INTL LRG CO ETF | 9.1M | $391.2M | 1.3% | $27.98 | +48.94% | 12 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC-CL A | 1.6M | $387.8M | 1.3% | $166.46 | +46.51% | 27 qtrssince 2019-Q1 | Increased 76 |
AMAZON.COM INC | 1.8M | $384.7M | 1.2% | $170.99 | +29.93% | 27 qtrssince 2019-Q1 | Increased 79 |
ALPHABET INC-CL C | 1.4M | $345.4M | 1.1% | $215.19 | +13.48% | 27 qtrssince 2019-Q1 | Increased 79 |
JOHNSON & JOHNSON | 1.8M | $333.9M | 1.1% | $158.38 | +13.94% | 27 qtrssince 2019-Q1 | Increased 79 |
REGIONS FINANCIAL CORP manages $30.9B across 837 positions as of Q3 2025. Top holdings: OEF (10.8%), MSFT (4.1%), VEA (3.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 47 new positions, 58 exits, 700 increased. Top move: OEF (INCREASED, conviction 100). Portfolio: $30.9B across 837 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