DOSSIER · 13F-HR · Q1 2026

REGIONS FINANCIAL CORP

REGIONS FINANCIAL's family office based in Omaha, NE $15.4B in tracked AUM across 1,039 positions as of Q1 2026.

RF
REGIONS FINANCIAL·Omaha, NE·Family Office
CIK 0001281761 · last filed Mar 31, 2026
Total AUM
$15.4B
19.5%
vs prior
Holdings
1,039
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
Top sector
Financials
50% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
SEC 13F Filing Analysis: Regions Financial Corp
1. Portfolio Overview

Regions Financial Corp reported a total portfolio value of $15.35 billion as of September 30, 2025, representing a growth of 5.7% from the previous quarter's $14.52 billion. The portfolio demonstrates a high level of diversification, comprising 1,012 total holdings.

The investment strategy appears to be a hybrid approach, blending passive market exposure with active stock selection. A significant portion of...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$755M1.2M4.9%
02
IJH
ISHARES TR
$685M10.1M4.4%
03
VEA
VANGUARD TAX-MANAGED FDS
$521M8.1M3.4%
04
IJR
ISHARES TR
$499M4.0M3.2%
05
FNDF
SCHWAB STRATEGIC TR
$452M9.2M2.9%
06
MSFT
MICROSOFT CORP
$433M1.2M2.8%
07
AAPL
APPLE INC
$415M1.6M2.7%
08
NVDA
NVIDIA CORPORATION
$412M2.4M2.7%
09
JPM
JPMORGAN CHASE & CO
$313M1.1M2.0%
10
VWO
VANGUARD INTL EQUITY INDEX F
$312M5.8M2.0%

Filing history

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