SEC Filing Summary: Regions Financial Corp (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 quarter ended June 30, 2017, and was signed on July 31, 2017, by Matt 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 company's operational financial performance (revenue, profit, cash flow, or debt). The following portfolio metrics are disclosed:
- Total Portfolio Value: $8,520,257,000 (reported in thousands).
- Total Number of Holdings: 1,681 entries.
- Operational Metrics: Revenue, profit, margins, and liquidity data for Regions Financial Corp are not provided in this filing type.
Material Changes
The filing text does not provide comparative data against the prior period (March 31, 2017) to determine material changes in holdings or portfolio value. This document serves as a snapshot of holdings at the end of the reporting period.
Guidance, Outlook, and Risks
Form 13F filings do not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the reporting manager's business operations. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total portfolio value of $8.52 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 1,681 holdings to identify top sector concentrations and individual position sizes.
- Note that this filing reflects investment decisions made by the manager, not the operating results of Regions Financial Corp itself.
- Check for any amendments filed after July 31, 2017, as this report is not an amendment.