REGIONS FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2019
Top Holdings817 positions
ISHARES TR | 1.4M | $458.3M | 4.8% | $255.29 | +14.69% | 4 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 1.5M | $299.9M | 3.1% | $33.91 | +10.11% | 4 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 3.2M | $266.3M | 2.8% | $68.83 | +9.89% | 4 qtrssince 2019-Q1 | Increased 53 |
MICROSOFT CORP | 1.5M | $252.1M | 2.6% | $110.12 | +35.11% | 4 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.5M | $207.5M | 2.2% | $82.70 | +40.86% | 4 qtrssince 2019-Q1 | Decreased 0 |
GLOBE LIFE INC | 1.7M | $181.5M | 1.9% | $99.17 | 0.00% | 1 qtr | New 70 |
APPLE INC | 594,564 | $174.6M | 1.8% | $45.25 | +56.14% | 4 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO INC | 1.6M | $141.3M | 1.5% | $63.02 | +11.58% | 4 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 2M | $139.3M | 1.5% | $58.47 | -10.66% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2M | $138.9M | 1.5% | $52.49 | +10.08% | 4 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 3.1M | $137.6M | 1.4% | $32.74 | +10.83% | 4 qtrssince 2019-Q1 | Decreased 0 |
COCA COLA CO | 2.3M | $128.8M | 1.4% | $37.39 | +20.81% | 4 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP NEW | 1.1M | $128.6M | 1.3% | $89.79 | +0.78% | 4 qtrssince 2019-Q1 | Increased 48 |
NEXTERA ENERGY INC | 525,032 | $127.1M | 1.3% | $40.08 | +27.44% | 4 qtrssince 2019-Q1 | Decreased 0 |
SNAP ON INC | 734,070 | $124.4M | 1.3% | $128.64 | +10.29% | 4 qtrssince 2019-Q1 | Increased 47 |
PROCTER AND GAMBLE CO | 938,184 | $117.2M | 1.2% | $85.93 | +22.45% | 4 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 844,967 | $115.5M | 1.2% | $97.94 | +12.79% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 594,842 | $115.2M | 1.2% | $40.79 | +13.26% | 4 qtrssince 2019-Q1 | Increased 48 |
WALMART INC | 952,883 | $113.2M | 1.2% | $29.32 | +23.39% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.5M | $111.1M | 1.2% | $36.32 | +7.62% | 4 qtrssince 2019-Q1 | Increased 48 |
REGIONS FINANCIAL CORP manages $9.5B across 817 positions as of Q4 2019. Top holdings: IVV (4.8%), IJH (3.1%), IJR (2.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 48 new positions, 41 exits, 302 increased. Top move: GL (NEW, conviction 70). Portfolio: $9.5B 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR