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, 2016, and was signed on February 2, 2017, by Matthew Coleman, Senior Vice President. The report includes holdings for one other included manager: Regions Bank.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the issuer's operational financial performance. Consequently, data regarding revenue, profit, cash flow, margins, debt, and liquidity for Regions Financial Corp are not present in this text.
- Total Value of Reported Holdings: $8,168,075,000 (reported in thousands).
- Total Number of Holdings Entries: 2,616.
- Report Type: 13F Holdings Report (all holdings reported).
Material Changes
The filing text does not provide comparative data against the prior period (September 30, 2016) or detail specific material changes in holdings composition. It only provides the aggregate totals for the current reporting period.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's future operations. It is a statutory disclosure of securities held.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $8.17 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 list of 2,616 specific equity positions in the full schedule of the filing to assess concentration risk.
- Note that this report reflects holdings as of December 31, 2016, and does not reflect subsequent trading activity.