1y return+16.6%S&P 500 +20.9%
3y return+49.4%S&P 500 +68.5%
5y return+54.5%S&P 500 +74.5%
10y return+162.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $263 against $357 in the S&P 500.2
Regions Financial CorpS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $905.0M | 5.4% | +4.6% |
| IJHIshares Tr | $666.1M | 4.0% | −14.9% |
| VEAVanguard Tax-managed Fds | $643.4M | 3.8% | +11.0% |
| IJRIshares Tr | $605.3M | 3.6% | +1.7% |
| FNDFSchwab Strategic Tr | $523.9M | 3.1% | +7.4% |
| AAPLApple Inc | $473.2M | 2.8% | |
| NVDANvidia Corporation | $465.6M | 2.8% | −1.6% |
| MSFTMicrosoft Corp | $429.6M | 2.6% | −1.6% |
| VWOVanguard Intl Equity Index F | $367.5M | 2.2% | +6.7% |
| IVWIshares Tr | $359.9M | 2.1% | −2.9% |
| JPMJpmorgan Chase & Co | $344.0M | 2.1% | −1.4% |
| LLYEli Lilly & Co | $327.1M | 2.0% | −7.7% |
| GOOGLAlphabet Inc | $303.6M | 1.8% | −1.8% |
| SNASnap On Inc | $289.5M | 1.7% | |
| VOVanguard Index Fds | $263.6M | 1.6% | −22.5% |
| WMTWalmart Inc | $242.2M | 1.4% | −1.1% |
| Exxon Mobil CorpCUSIP 30231G102 | $235.7M | 1.4% | |
| EFAIshares Tr | $226.3M | 1.4% | +4.9% |
| IWFIshares Tr | $223.3M | 1.3% | +1.4% |
| VOOVanguard Index Fds | $222.7M | 1.3% | −1.3% |
| AMZNAmazon Com Inc | $215.6M | 1.3% | −1.2% |
| JNJJohnson & Johnson | $210.3M | 1.3% | −1.1% |
| AVGOBroadcom Inc | $185.4M | 1.1% | −3.3% |
| ABBVAbbvie Inc | $170.7M | 1.0% | −8.2% |
| MRKMerck & Co Inc | $167.6M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $465.6M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $185.4M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $327.1M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $113.8M |
| AMDAdvanced Micro Devices Inc | June 30, 2021 | +518.4% | $94.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $303.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $93.5M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $344.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $473.2M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $235.7M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $14.5M
- CTRACoterra Energy Inc was $3.1M
- Strategy IncCUSIP 594972887 was $1.0M
- Nu Hldgs LtdCUSIP G6683N103 was $900K
- Dupont De Nemours IncCUSIP 26614N102 was $894K
- CECelanese Corp Del was $757K
- DKNGDraftkings Inc New was $551K
- Air Lease CorpCUSIP 00912X302 was $530K
- KMXCarmax Inc was $466K
- FICOFair Isaac Corp was $460K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.6% | +14.8% |
| March 31, 2026 | −1.0% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +6.7% | +10.5% |
| March 31, 2025 | −1.3% | −4.6% |
| December 31, 2024 | −1.3% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | +0.7% | +4.0% |
| March 31, 2024 | +8.6% | +10.0% |
| December 31, 2023 | +9.9% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| March 31, 2023 | +3.1% | +7.0% |
| December 31, 2022 | +9.9% | +7.1% |
| September 30, 2022 | −5.0% | −5.3% |
| June 30, 2022 | −12.7% | −16.5% |
| March 31, 2022 | −3.8% | −4.9% |
| December 31, 2021 | +9.0% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Regions Financial Corp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1281761&type=13F-HR&dateb=&owner=include&count=40CIK 1281761
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1281761/000128176126000058/Filed August 10, 2026 · accession 0001281761-26-000058