DOSSIER · 13F-HR · Q2 2026

REGIONS FINANCIAL CORP

$16.8B in tracked AUM across 1,041 positions as of Q2 2026.

RF
CIK 0001281761 · last filed Jun 30, 2026
Total AUM
$16.8B
as of Q2 2026
Holdings
1,041
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
AI Analysis · Q2 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...

2. Key Holdings

The portfolio is dominated by large-cap liquidity and index exposure, with the top 10 positions accounting for roughly 30% of the total assets.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$905M1.2M5.4%
02
IJH
ISHARES TR
$666M8.6M4.0%
03
VEA
VANGUARD TAX-MANAGED FDS
$643M9.0M3.8%
04
IJR
ISHARES TR
$605M4.1M3.6%
05
FNDF
SCHWAB STRATEGIC TR
$524M9.9M3.1%
06
AAPL
APPLE INC
$473M1.6M2.8%
07
NVDA
NVIDIA CORPORATION
$466M2.3M2.8%
08
MSFT
MICROSOFT CORP
$430M1.2M2.6%
09
VWO
VANGUARD INTL EQUITY INDEX F
$368M6.2M2.2%
10
IVW
ISHARES TR
$360M2.6M2.1%

Filing history

2026Q2Jun 30
$16.8B 8.8%
1,041 positionsView →
2026Q1Mar 31
$15.4B 1.4%
1,039 positionsView →
2025Q4Dec 31
$15.6B 49.4%
1,013 positionsView →
2025Q3Sep 30
$30.9B 112.7%
1,883 positionsView →
2025Q2Jun 30
$14.5B 8.2%
1,023 positionsLocked
2025Q1Mar 31
$13.4B 1.4%
991 positionsLocked
2024Q4Dec 31
$13.6B 2.0%
993 positionsLocked
2024Q3Sep 30
$13.9B 5.6%
1,517 positionsLocked
2024Q2Jun 30
$13.2B 0.2%
1,501 positionsLocked
2024Q1Mar 31
$13.2B 8.5%
1,533 positionsLocked
2023Q4Dec 31
$12.1B 9.2%
1,500 positionsLocked
2023Q3Sep 30
$11.1B 3.9%
1,469 positionsLocked
Showing 12 of 56