REGIONS FINANCIAL CORP
•CIK: 1281761•Filing: Q4 2025
Regions Financial Corp, with $15.6B in AUM, has recently shifted focus towards technology and financials, adding significant positions in Twilio (TWLO) and CSX (+402%), while reducing exposure to traditional sectors by exiting EDV and LNC-PD. The fund, known for its balanced approach, maintains a diversified portfolio with top holdings in SPDR S&P 500 ETF (IVV) and iShares Core S&P Mid-Cap ETF (IJH), reflecting a strategy that balances growth and stability.
Total AUM
$15.6B
QoQ Performance
+1.7%
Positions
697
Top 10 Concentration
34.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV4.9%
IJH4.2%
MSFT3.7%
VEA3.2%
IJR3.1%
NVDA2.9%
AAPL2.8%
FNDF2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.8%
Technology16.7%
ETF7.3%
Financial6.4%
Healthcare6.3%
Consumer5.1%
Communication2.0%
Energy1.9%
🚪 Exited Positionssold since Q3 2025
+633 more exited positions
Changes from Q3 2025
NEW1 new position
↑72 increased
↓126 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023