REGIONS FINANCIAL CORP
CIK: 1281761SEC EDGAR →
Portfolio Value
$4.5T
Holdings
860
As of
Q1 2026
New Positions
861
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 10,146,012 | $685.2B | 15.14% |
| 2 | VANGUARD TAX-MANAGED FDS | 8,136,420 | $521.4B | 11.52% |
| 3 | SCHWAB STRATEGIC TR | 9,245,351 | $452.4B | 9.99% |
| 4 | VANGUARD INTL EQUITY INDEX F | 5,772,617 | $312.0B | 6.89% |
| 5 | ISHARES TR | 2,076,718 | $201.7B | 4.46% |
| 6 | NEXTERA ENERGY INC | 1,522,904 | $141.4B | 3.12% |
| 7 | ISHARES TR | 952,567 | $86.2B | 1.91% |
| 8 | COCA COLA CO | 1,088,902 | $82.8B | 1.83% |
| 9 | XCEL ENERGY INC | 1,032,974 | $82.1B | 1.81% |
| 10 | ISHARES TR | 1,427,520 | $81.1B | 1.79% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 295 | $3.2T | 70.6% |
| Utilities | 28 | $294.1B | 6.5% |
| Consumer Defensive | 35 | $218.7B | 4.8% |
| Communication Services | 18 | $208.2B | 4.6% |
| Technology | 95 | $146.7B | 3.2% |
| Unknown | 52 | $137.1B | 3.0% |
| Industrials | 107 | $103.4B | 2.3% |
| Energy | 42 | $86.2B | 1.9% |
| Consumer Cyclical | 62 | $74.0B | 1.6% |
| Healthcare | 67 | $36.7B | 0.8% |
| Basic Materials | 36 | $19.2B | 0.4% |
| Real Estate | 24 | $8.3B | 0.2% |