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 March 31, 2018, and was signed on April 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 company's operational financial performance. Consequently, the filing does not provide data on revenue, profit, cash flow, margins, debt, or liquidity for Regions Financial Corp itself.
- Total Value of Reported Holdings: $8,911,168,000 (8,911,168 thousands)
- Total Number of Holdings Entries: 3,117
- Number of Other Included Managers: 1
Material Changes
The filing text does not provide comparative data against the prior quarter (December 31, 2017) or year-over-year figures. Therefore, material changes in portfolio composition or value cannot be determined from this summary page alone.
Guidance, Outlook, and Risks
Form 13F filings are statutory disclosures of long-term equity positions and do not contain management commentary, forward-looking guidance, risk factors, or details on contingencies. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Key Facts for Investor Verification
- Portfolio Size: Verify the total reported value of approximately $8.91 billion against the company's total assets to understand the scope of the reported discretionary accounts.
- Manager Scope: Confirm that the report includes holdings for both Regions Financial Corp and Regions Bank, as indicated by the "Other Included Managers" section.
- Holdings Detail: The summary page lists 3,117 entries; investors must review the full Schedule 13F to analyze specific stock positions, buy/sell activity, and concentration risks.
- Limitations: Acknowledge that this filing does not reflect the bank's core lending, deposit, or net income performance.