REGIONS FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2020
Top Holdings835 positions
ISHARES TR | 1.5M | $549.6M | 5.3% | $257.41 | +34.68% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.4M | $328.4M | 3.2% | $33.98 | +24.81% | 8 qtrssince 2019-Q1 | Increased 57 |
MICROSOFT CORP | 1.4M | $314.8M | 3.0% | $110.12 | +92.58% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.2M | $297.1M | 2.9% | $68.09 | +23.61% | 8 qtrssince 2019-Q1 | Increased 53 |
APPLE INC | 2.1M | $280.1M | 2.7% | $47.38 | +171.87% | 8 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.5M | $190.5M | 1.8% | $82.90 | +32.08% | 8 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 2.7M | $174.8M | 1.7% | $42.87 | +43.53% | 8 qtrssince 2019-Q1 | Increased 77 |
GLOBE LIFE INC | 1.8M | $171.6M | 1.7% | $97.53 | -7.39% | 5 qtrssince 2019-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 1.9M | $144.3M | 1.4% | $40.08 | +65.76% | 8 qtrssince 2019-Q1 | Increased 77 |
ISHARES TR | 572,219 | $138M | 1.3% | $38.42 | +51.81% | 8 qtrssince 2019-Q1 | Increased 50 |
WALMART INC | 951,727 | $137.2M | 1.3% | $29.54 | +51.01% | 8 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 40,120 | $130.7M | 1.3% | $93.69 | +73.82% | 8 qtrssince 2019-Q1 | Increased 48 |
VANGUARD TAX-MANAGED FDS | 2.8M | $130.1M | 1.3% | $32.74 | +21.60% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.8M | $129.5M | 1.2% | $52.51 | +19.85% | 8 qtrssince 2019-Q1 | Decreased 0 |
COCA COLA CO | 2.3M | $128.5M | 1.2% | $37.37 | +23.85% | 8 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO | 900,828 | $125.3M | 1.2% | $85.93 | +39.78% | 8 qtrssince 2019-Q1 | Decreased 0 |
SNAP ON INC | 732,338 | $125.3M | 1.2% | $128.64 | +14.73% | 8 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO INC | 1.5M | $125.1M | 1.2% | $62.99 | +3.59% | 8 qtrssince 2019-Q1 | Increased 47 |
VERIZON COMMUNICATIONS INC | 2.1M | $121.2M | 1.2% | $37.91 | +7.69% | 8 qtrssince 2019-Q1 | Increased 48 |
BLACKROCK INC | 161,539 | $116.6M | 1.1% | $363.13 | +73.17% | 8 qtrssince 2019-Q1 | Decreased 0 |
REGIONS FINANCIAL CORP manages $10.4B across 835 positions as of Q4 2020. Top holdings: IVV (5.3%), IJH (3.2%), MSFT (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 66 new positions, 31 exits, 289 increased. Top move: IVW (INCREASED, conviction 77). Portfolio: $10.4B across 835 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