Regions Financial Corp.
Regions Financial Corporation, founded in 1971 and headquartered in Birmingham, Alabama, is one of the nation’s largest full-service providers of consumer, commercial, mortgage, and wealth management banking products and services. A member of the S&P 500 Index, Regions operates 1,300 branches and about 2,000 ATMs across 15 states in the Southern and Midwestern United States. The firm employs approximately 20,000 people and serves individuals, businesses, and institutional clients. Regions is consistently ranked among the largest deposit holders in several states and maintains a prominent position within the U.S. financial sector.
Investment Strategy
Regions Financial Corporation operates as a diversified bank holding company, emphasizing a full-service approach in retail and commercial banking, trust, stock brokerage, and mortgage services. The company focuses on serving both consumer and institutional clients in the South, Midwest, and Texas, with industry expertise in credit structuring, investment banking, and financial advisory solutions. Regions aims for superior economic value for shareholders by supporting customers' financial goals and promoting sustainable community growth. Their strategy includes a shared value approach with a commitment to inclusion, environmental responsibility, and deep business partnerships.
Latest 13F Filing Activity
Regions Financial Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 843 equity positions with a total 13F market value of $15B. The fund increased holdings in Vanguard Index FDS, Microsoft Corp., Ishares TR among other positions. Regions Financial Corp. reduced exposure to Ishares TR, Unitedhealth Group Inc., Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (843)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 4.81% | $697.9M | 1,124,018 | $263.14 | $620.90 | +$90.8M |
M MSFT | MICROSOFT CORP | 4.16% | $603.7M | 1,213,761 | $94.16 | $497.41 | +$145.8M |
I IJH | ISHARES TR | 3.89% | $564.8M | 9,107,538 | $36.40 | $62.02 | +$141.6M |
V VEA | VANGUARD TAX-MANAGED FDS | 3.00% | $435.8M | 7,644,326 | $45.66 | $57.01 | +$23.1M |
I IJR | ISHARES TR | 2.86% | $415.2M | 3,798,876 | $67.28 | $109.29 | +$38.9M |