REGIONS FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2023
Top Holdings818 positions
ISHARES TR | 1.2M | $569.3M | 4.7% | $264.59 | +74.39% | 20 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.3M | $504.1M | 4.2% | $131.39 | +180.22% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.5M | $413M | 3.4% | $35.61 | +50.26% | 20 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 3.5M | $383.8M | 3.2% | $72.28 | +43.38% | 20 qtrssince 2019-Q1 | Increased 57 |
SCHWAB STRATEGIC TR | 9.8M | $329.2M | 2.7% | $26.92 | +15.77% | 5 qtrssince 2022-Q4 | Increased 55 |
APPLE INC | 1.7M | $327.8M | 2.7% | $47.38 | +301.45% | 20 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 5.7M | $275.3M | 2.3% | $37.78 | +17.48% | 20 qtrssince 2019-Q1 | Increased 54 |
ISHARES TR | 3.1M | $230.1M | 1.9% | $47.46 | +56.37% | 20 qtrssince 2019-Q1 | Increased 49 |
ELI LILLY & CO | 385,490 | $224.7M | 1.9% | $117.88 | +385.33% | 20 qtrssince 2019-Q1 | Decreased 0 |
SNAP ON INC | 727,113 | $210M | 1.7% | $128.67 | +108.75% | 20 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.2M | $201M | 1.7% | $82.90 | +92.54% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.6M | $194.1M | 1.6% | $58.12 | +21.36% | 20 qtrssince 2019-Q1 | Increased 48 |
EXXON MOBIL CORP | 1.8M | $179.6M | 1.5% | $55.67 | +64.23% | 20 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO INC | 1.4M | $157.6M | 1.3% | $64.17 | +56.16% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 502,567 | $152.4M | 1.3% | $40.57 | +84.65% | 20 qtrssince 2019-Q1 | Decreased 0 |
GLOBE LIFE INC | 1.2M | $146.1M | 1.2% | $97.53 | +21.64% | 17 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 1.4M | $145.7M | 1.2% | $87.90 | +12.02% | 20 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 275,229 | $136.3M | 1.1% | $6.63 | +644.93% | 20 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 361,004 | $125.1M | 1.0% | $162.24 | +99.10% | 20 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 815,466 | $123.9M | 1.0% | $103.79 | +46.40% | 20 qtrssince 2019-Q1 | Decreased 0 |
REGIONS FINANCIAL CORP manages $12.1B across 818 positions as of Q4 2023. Top holdings: IVV (4.7%), MSFT (4.2%), IJH (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 52 new positions, 33 exits, 223 increased. Top move: IJH (INCREASED, conviction 57). Portfolio: $12.1B across 818 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