REGIONS FINANCIAL CORP

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$15.6B

Total Positions

838

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

IVV4.87%

IJH4.21%

MSFT3.72%

VEA3.21%

IJR3.08%

NVDA2.93%

AAPL2.78%

FNDF2.65%

JPM2.36%

LLY2.33%

Other21.09%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

FIX18Q held

Comfort Systems USA Inc

Avg $73.32 · $1.3M est. P&L

Est. P&L

+1191.42%

LLY28Q held

Eli Lilly & Co

Avg $133.92 · $320.4M est. P&L

Est. P&L

+704.95%

CEG15Q held

Constellation Energy Corp

Avg $60.14 · $4.4M est. P&L

Est. P&L

+493.86%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 838 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ISHARES TR	1.1M	$760.3M	4.9%	—	$286.27	+141.01%	28 qtrs	Decreased 0
IJH ISHARES TR	10M	$658.1M	4.2%	—	$56.89	+17.24%	28 qtrs	Increased 61
MSFT Microsoft Corp	1.2M	$581.7M	3.7%	—	$142.75	+241.50%	28 qtrs	Decreased 0
VEA VANGUARD TAX-MANAGED FDS	8M	$501.8M	3.2%	—	$42.04	+49.35%	28 qtrs	Increased 58
IJR ISHARES TR	4M	$481.9M	3.1%	—	$78.27	+55.48%	28 qtrs	Increased 60
NVDA NVIDIA Corp	2.5M	$458.4M	2.9%	—	$114.81	+63.35%	28 qtrs	Decreased 0
AAPL Apple Inc	1.6M	$434.2M	2.8%	—	$95.23	+186.47%	28 qtrs	Decreased 0
FNDF SCHWAB STRATEGIC TR	9.2M	$414.2M	2.7%	—	$28.09	+61.87%	13 qtrs	Increased 54
JPM JPMORGAN CHASE & CO.	1.1M	$368.1M	2.4%	—	$88.65	+263.19%	28 qtrs	Decreased 0
LLY Eli Lilly & Co	339,357	$364.7M	2.3%	—	$133.92	+704.95%	28 qtrs	Decreased 0
IVW ISHARES TR	2.7M	$333.5M	2.1%	—	$59.26	+109.53%	28 qtrs	Decreased 0
VO VANGUARD INDEX FDS	945,481	$274.4M	1.8%	—	$262.25	+11.70%	28 qtrs	Increased 51
GOOGL Alphabet Inc	863,855	$270.4M	1.7%	—	$100.98	+210.80%	28 qtrs	Increased 48
SNA Snap-on Inc	724,468	$249.7M	1.6%	—	$131.63	+165.64%	28 qtrs	Decreased 0
WMT Walmart Inc	2.2M	$244.2M	1.6%	—	$50.60	+121.19%	28 qtrs	Decreased 0
VOO VANGUARD INDEX FDS	382,636	$240M	1.5%	—	$453.71	+39.23%	28 qtrs	Increased 48
XOM Exxon Mobil Corp	1.8M	$216.1M	1.4%	—	$58.17	+106.63%	28 qtrs	Decreased 0
IWF ISHARES TR	448,988	$212.5M	1.4%	—	$163.78	+191.22%	28 qtrs	Decreased 0
AMZN Amazon.com Inc	877,227	$202.5M	1.3%	—	$119.97	+93.82%	28 qtrs	Increased 48
EFA ISHARES TR	2.1M	$201M	1.3%	—	$58.23	+65.63%	28 qtrs	Decreased 0
JNJ Johnson & Johnson	902,678	$186.8M	1.2%	—	$136.47	+51.62%	28 qtrs	Increased 48
VWO VANGUARD INTL EQUITY INDEX F	3.4M	$182.1M	1.2%	—	$37.97	+41.70%	28 qtrs	Increased 48
AVGO Broadcom Inc	488,475	$169.1M	1.1%	—	$271.01	+29.09%	28 qtrs	Increased 52
ABBV AbbVie Inc	712,514	$162.8M	1.0%	—	$148.10	+53.89%	28 qtrs	Increased 48
TJX TJX Cos Inc/The	971,468	$149.2M	1.0%	—	$63.82	+142.75%	28 qtrs	Decreased 0
Showing 25 of 838 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

ABBVAbbVie Inc

Q1 2024 → Q4 2025+513,969 shares+$132M

IBDRISHARES TR

Q1 2024 → Q4 2025+187,345 shares+$4.6M

ROSTRoss Stores Inc

Q1 2024 → Q4 2025+207,360 shares+$39.3M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer