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 calendar quarter ended December 31, 2018, and was signed on January 28, 2019, 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 discloses equity holdings rather than the company's operational financial performance (e.g., revenue, profit, or cash flow). The filing provides the following aggregate data regarding the manager's reported portfolio:
- Total Value of Reported Holdings: $8,000,955,000 (reported in thousands).
- Total Number of Holdings Entries: 2,952.
- Number of Other Included Managers: 1.
Note: This filing does not contain data on the company's own revenue, profit margins, debt levels, or liquidity positions.
Material Changes
The filing text provided does not contain comparative data for the prior period (September 30, 2018) or a breakdown of purchases and sales. Therefore, material changes in the portfolio composition versus the prior comparable period cannot be determined from this summary.
Guidance, Outlook, and Risks
Form 13F filings are statutory disclosures of equity holdings and do not include management commentary, forward-looking guidance, risk factors, or contingencies. The filing text contains no unusual items or outlook statements.
Investor Verification Checklist
- Verify the total portfolio value of approximately $8.0 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 specific equity positions within the 2,952 entries by reviewing the full Schedule 13F-HR data tables, which are not included in this cover page summary.
- Check the "Other Included Managers" section to ensure Regions Bank's holdings are correctly aggregated under this filing.
- Review the company's separate 10-K filing for the fiscal year ended December 31, 2018, for actual financial performance metrics (revenue, net income, liquidity) which are absent here.