REGIONS FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2025
Top Holdings838 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 1.1M | $760.3M | 4.9% | $286.41 | +140.89% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 10M | $658.1M | 4.2% | $56.89 | +17.24% | 28 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 1.2M | $581.7M | 3.7% | $328.09 | +48.58% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 8M | $501.8M | 3.2% | $50.19 | +25.10% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 4M | $481.9M | 3.1% | $78.27 | +55.48% | 28 qtrssince 2019-Q1 | Increased 60 |
NVIDIA CORP | 2.5M | $458.4M | 2.9% | $148.32 | +26.44% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.6M | $434.2M | 2.8% | $174.18 | +55.65% | 28 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB FNDMN INTL LRG CO ETF | 9.2M | $414.2M | 2.7% | $28.09 | +61.87% | 13 qtrssince 2022-Q4 | Increased 54 |
JPMORGAN CHASE & CO | 1.1M | $368.1M | 2.4% | $199.46 | +61.42% | 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 S&P 500 GROWTH ETF | 2.7M | $333.5M | 2.1% | $59.26 | +109.53% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MID-CAP ETF | 945,481 | $274.4M | 1.8% | $65.40 | +10.18% | 28 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC-CL A | 863,855 | $270.4M | 1.7% | $166.46 | +88.54% | 28 qtrssince 2019-Q1 | Decreased 0 |
SNAP-ON INC | 724,468 | $249.7M | 1.6% | $236.77 | +47.68% | 28 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 2.2M | $244.2M | 1.6% | $76.44 | +46.42% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S&P 500 ETF | 382,636 | $240M | 1.5% | $581.72 | +8.60% | 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 TR RUSSELL 1000 GROWTH INDEX FUND | 448,988 | $212.5M | 1.4% | $40.89 | +188.88% | 28 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 877,227 | $202.5M | 1.3% | $170.99 | +35.99% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI EAFE ETF CL USD INC | 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 Rating: 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