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 March 31, 2017. The report was signed by Matt Coleman, Senior Vice President, on May 2, 2017. This filing includes holdings for one other included manager: Regions Bank.
Key Financial Metrics
As a Form 13F-HR, this document reports equity holdings rather than the operating financial performance of Regions Financial Corp itself. Consequently, operating metrics such as revenue, profit, cash flow, margins, and debt are not applicable to this specific filing.
- Total Value of Reported Holdings: $8,446,798,000 (reported in thousands)
- Total Number of Holdings Entries: 1,652
- Number of Other Included Managers: 1
Material Changes
The filing text provided does not contain comparative data for the prior period (December 31, 2016) or a breakdown of purchases and sales. Therefore, material changes in portfolio composition or value versus the prior comparable period cannot be determined from this summary.
Guidance, Outlook, and Risks
Form 13F filings are statutory reports of equity holdings and do not include management commentary, forward-looking guidance, risk factors, or contingencies regarding the reporting manager's own business operations. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $8.45 billion against the company's quarterly 10-Q for Q1 2017 to understand the proportion of assets managed versus total corporate assets.
- Confirm the specific equity positions within the 1,652 reported entries to assess concentration risk or strategic shifts in the investment portfolio.
- Note that this filing reflects the investment activities of the manager, not the operating results of Regions Financial Corp.