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 quarter ended March 31, 2024. The filing was signed on April 23, 2024, by Timothy Farish (Analyst) and Matt Coleman.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the issuer's operational financials (revenue, profit, cash flow). The following metrics reflect the portfolio managed by Regions Financial Corp:
- Total Portfolio Value: $13,175,633,020
- Total Number of Holdings: 1,533 entries
- Other Included Managers: 1 (Regions Bank)
Note: This filing does not provide data on Regions Financial Corp's own revenue, profit, margins, debt, or liquidity.
Material Changes
The filing text does not provide comparative data against the prior period (December 31, 2023) to determine material changes in holdings or portfolio value. The document lists the current state of holdings only.
Guidance, Outlook, and Risks
This form is a regulatory disclosure of holdings and does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's operations or future performance.
Investor Verification Checklist
- Verify the total portfolio value of $13.18 billion against the company's 10-Q or 10-K for the same period to understand the proportion of assets under management.
- Confirm the identity of the "Other Included Manager" (Regions Bank) to understand the scope of the consolidated reporting.
- Review the detailed Schedule 13F (not included in this summary text) to analyze specific equity positions and any significant buy/sell activity.
- Note that this filing reflects investment decisions made by the manager, not the operational results of Regions Financial Corp itself.