REGIONS FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2025
Top Holdings838 positions
iShares Trust CORE S&P500 ETF | 1.1M | $760.3M | 4.9% | $284.65 | +138.65% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MID-CAP ETF | 10M | $658.1M | 4.2% | $43.08 | +52.01% | 28 qtrssince 2019-Q1 | Increased 61 |
Microsoft Corp. | 1.2M | $581.7M | 3.7% | $327.85 | +46.58% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 8M | $501.8M | 3.2% | $49.79 | +24.29% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL CAP ETF | 4M | $481.9M | 3.1% | $77.50 | +53.81% | 28 qtrssince 2019-Q1 | Increased 60 |
NVIDIA Corp. | 2.5M | $458.4M | 2.9% | $99.20 | +87.57% | 28 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 1.6M | $434.2M | 2.8% | $149.99 | +80.75% | 28 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 9.2M | $414.2M | 2.7% | $27.94 | +60.92% | 13 qtrssince 2022-Q4 | Increased 54 |
JPMorgan Chase & Co. | 1.1M | $368.1M | 2.4% | $197.48 | +60.88% | 28 qtrssince 2019-Q1 | Decreased 0 |
Eli Lilly & Co. | 339,357 | $364.7M | 2.3% | $441.96 | +141.99% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.7M | $333.5M | 2.1% | $47.64 | +158.01% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 945,481 | $274.4M | 1.8% | $65.40 | +10.18% | 28 qtrssince 2019-Q1 | Increased 51 |
Alphabet Inc. | 863,855 | $270.4M | 1.7% | $152.68 | +104.60% | 28 qtrssince 2019-Q1 | Decreased 0 |
SNAP ON INC | 724,468 | $249.7M | 1.6% | $233.21 | +44.94% | 28 qtrssince 2019-Q1 | Decreased 0 |
Walmart Inc | 2.2M | $244.2M | 1.6% | $67.15 | +64.85% | 28 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Index Funds S&P 500 ETF SHS | 382,636 | $240M | 1.5% | $578.62 | +7.45% | 28 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 1.8M | $216.1M | 1.4% | $85.10 | +41.24% | 28 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust RUS 1000 GRW ETF | 448,988 | $212.5M | 1.4% | $40.85 | +188.88% | 28 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 877,227 | $202.5M | 1.3% | $165.86 | +39.16% | 28 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust MSCI EAFE ETF | 2.1M | $201M | 1.3% | $58.23 | +65.63% | 28 qtrssince 2019-Q1 | Decreased 0 |
REGIONS FINANCIAL CORP manages $15.6B across 838 positions as of Q4 2025. Top holdings: IVV (4.9%), IJH (4.2%), MSFT (3.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 39 new positions, 38 exits, 76 increased. Top move: IJH (INCREASED, conviction 61). Portfolio: $15.6B across 838 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