SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by REGIONS FINANCIAL CORP, an institutional investment manager based in Birmingham, AL. The report covers the calendar quarter ended December 31, 2017, and was signed on January 18, 2018, by Matt Coleman, Senior Vice President. The filing includes holdings for one other included manager, Regions Bank (File Number 028-10938).
Key Financial Metrics
As a Form 13F-HR, this document discloses equity holdings rather than the operating financial performance of Regions Financial Corp itself. Consequently, operating metrics such as revenue, profit, cash flow, margins, debt, and liquidity are not reported in this filing.
- Total Value of Reported Holdings: $9,242,761,000 (9,242,761 thousands)
- Total Number of Holdings Entries: 3,129
- Number of Other Included Managers: 1
Material Changes
The filing text provided does not contain comparative data for the prior period (September 30, 2017) or a schedule of purchases and sales. Therefore, material changes in holdings versus the prior comparable period cannot be determined from this summary.
Guidance, Outlook, and Risks
This filing is a statutory disclosure of securities holdings and does not contain management commentary, forward-looking guidance, risk factors, contingencies, or unusual items regarding the company's business operations.
Investor Verification Checklist
- Verify the total portfolio value of $9.24 billion against the company's 10-Q or 10-K filings for the same period to understand the proportion of assets managed versus total corporate assets.
- Confirm the inclusion of Regions Bank as an additional reporting manager to ensure no duplicate reporting or consolidation errors.
- Review the full Schedule 13F (not included in this text) to analyze the specific composition of the 3,129 holdings for concentration risk.
- Note that this document does not reflect the operating financial health of Regions Financial Corp; refer to Form 10-K for revenue and profit data.