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Regions Financial Corp

Portfolio Manager
Regions Financial Corp
Performance
-2.79% (2026 Q1)
AUM (13F)
$15.40B
# of Holdings
860
Performance Rank
Allocation (Top 20)
47.77%

Regions Financial Corp Holdings Map

Top 50 Regions Financial Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
4.9%1.16M$754.8M
+4.10%(+45.53K)
2025-Q1: 1.08M shares2025-Q2: 1.12M shares2025-Q3: 1.12M shares2025-Q4: 1.11M shares2026-Q1: 1.16M shares
$182.20(+309.29%)
2026-03-31
IJH
ISHARES TR
4.45%10.15M$685.2M
+1.75%(+174.73K)
2025-Q1: 7.25M shares2025-Q2: 9.11M shares2025-Q3: 9.44M shares2025-Q4: 9.97M shares2026-Q1: 10.15M shares
$36.44(+100.67%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
3.39%8.14M$521.4M
+1.29%(+103.70K)
2025-Q1: 8.12M shares2025-Q2: 7.64M shares2025-Q3: 7.89M shares2025-Q4: 8.03M shares2026-Q1: 8.14M shares
$46.85(+50.76%)
2026-03-31
IJR
ISHARES TR
3.24%4.01M$498.7M
+0.03%(+1.23K)
2025-Q1: 3.60M shares2025-Q2: 3.80M shares2025-Q3: 3.83M shares2025-Q4: 4.01M shares2026-Q1: 4.01M shares
$67.67(+99.91%)
2026-03-31
FNDF
SCHWAB STRATEGIC TR
2.94%9.25M$452.4M
+0.92%(+84.37K)
2025-Q1: 11.36M shares2025-Q2: 9.71M shares2025-Q3: 9.11M shares2025-Q4: 9.16M shares2026-Q1: 9.25M shares
$29.87(+79.33%)
2026-03-31
MSFT
MICROSOFT CORP
2.81%1.17M$433.0M
-2.75%(-33.06K)
2025-Q1: 1.22M shares2025-Q2: 1.21M shares2025-Q3: 1.21M shares2025-Q4: 1.20M shares2026-Q1: 1.17M shares
$91.88(+341.04%)
2026-03-31
AAPL
APPLE INC
2.69%1.63M$414.5M
+2.26%(+36.16K)
2025-Q1: 1.62M shares2025-Q2: 1.62M shares2025-Q3: 1.61M shares2025-Q4: 1.60M shares2026-Q1: 1.63M shares
$37.90(+688.52%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.68%2.36M$412.3M
-3.81%(-93.71K)
2025-Q1: 2.39M shares2025-Q2: 2.40M shares2025-Q3: 2.47M shares2025-Q4: 2.46M shares2026-Q1: 2.36M shares
$11.45(+1872.28%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.04%1.07M$313.5M
-6.72%(-76.81K)
2025-Q1: 1.18M shares2025-Q2: 1.17M shares2025-Q3: 1.16M shares2025-Q4: 1.14M shares2026-Q1: 1.07M shares
$51.24(+485.97%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
2.03%5.77M$312.0M
+70.43%(+2.39M)
2025-Q1: 3.12M shares2025-Q2: 3.27M shares2025-Q3: 3.35M shares2025-Q4: 3.39M shares2026-Q1: 5.77M shares
$50.10(+19.64%)
2026-03-31

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