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. The report covers the calendar quarter ended March 31, 2023. The report was signed on May 12, 2023, by Matt Coleman, with Casey Lambert listed as the Financial Planning & Analysis Manager.
Key Financial Metrics
As a Form 13F-HR, this document discloses equity holdings rather than the company's own operating financials (revenue, profit, cash flow). The filing provides the following aggregate data regarding the manager's reported portfolio:
- Total Number of Holdings: 1,546 entries
- Total Value of Reported Holdings: $11,141,046
- Other Included Managers: 1 (Regions Financial Corp itself is listed in the included managers table)
Note: The filing text does not provide clear values for revenue, profit, cash flow, margins, debt, or liquidity for Regions Financial Corp as an operating entity, as this form is strictly for reporting investment holdings.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., December 31, 2022) to calculate material changes in holdings or total portfolio value. The document is a standalone snapshot of holdings as of the reporting date.
Guidance, Outlook, and Risks
This form does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's business operations. It is a regulatory disclosure of securities held.
Key Facts for Investor Verification
- Verify the total reported value of $11,141,046 against the sum of individual holdings in the full schedule (not provided in this summary text).
- Confirm the identity of the "Other Included Manager" listed as Regions Financial Corp to understand the scope of the reporting entity.
- Note that this filing reflects investment activity, not the bank's core lending or deposit performance.
- Check the signature date (May 12, 2023) to ensure the filing was submitted within the regulatory deadline (45 days after quarter-end).