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 June 30, 2014, and was signed on July 23, 2014, by James E. Meigs, Executive 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 issuer'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. The key metrics reported are:
- Total Number of Holdings: 2,994 entries.
- Total Value of Reported Securities: $8,163,056,000 (reported in thousands).
Material Changes
The filing text does not provide a comparative table or narrative detailing material changes in holdings versus the prior comparable period (March 31, 2014). It only presents the aggregate snapshot of holdings as of June 30, 2014.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, future guidance, outlook, risk factors, or contingencies regarding the company's operations. It is a regulatory disclosure of investment positions.
Investor Verification Checklist
- Verify the total portfolio value of approximately $8.16 billion against the company's 10-Q for the same period to assess the proportion of assets managed under this specific 13F mandate.
- Confirm the inclusion of "Regions Bank" as an other included manager to understand the scope of the reported assets.
- Note that this document does not reflect the company's own financial health (earnings, deposits, loans) and should be cross-referenced with the 10-Q for operational metrics.