account_balance
Investment manager · 13F filer · SEC CIK 1281761
Regions Financial Corp
Reported value$16.4Bas of Sep 30, 2026
Positions856 42 new, 42 sold out
Top 10 weight34.4%IVV alone is 6%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.6%
VEAVanguard Tax-Managed FDS
4.0%Added +2%
IJHiShares Tr
3.8%
MSFTMicrosoft Corp
3.5%Trimmed −2%
IJRiShares Tr
3.4%
AAPLApple Inc.
3.3%
FNDFSchwab Strategic Tr
3.3%
NVDANVIDIA Corp
3.1%Trimmed −4%
VWOVanguard Intl Equity Index F
2.3%
IVWiShares Tr
2.2%
JPMJPMorgan Chase & Co
2.1%
LLYELI Lilly & Co
1.9%Trimmed −3%
IVViShares Tr
5.6%
VEAVanguard Tax-Managed FDS
4.0%
IJHiShares Tr
3.8%
MSFTMicrosoft Corp
3.5%Trimmed −2%
IJRiShares Tr
3.4%
AAPLApple Inc.
3.3%
FNDFSchwab Strategic Tr
3.3%
NVDANVIDIA Corp
3.1%
VWOVanguard Intl Equity Index F
2.3%
IVWiShares Tr
2.2%
JPMJPMorgan Chase & Co
2.1%
LLY1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 5.6% Held
VEA Vanguard Tax-Managed FDS 4.0% Added +2%
IJH iShares Tr 3.8% Held
MSFT Microsoft Corp 3.5% Trimmed −2%IJR iShares Tr 3.4% Held
AAPL Apple Inc. 3.3% HeldFNDF Schwab Strategic Tr 3.3% Held
NVDA NVIDIA Corp 3.1% Trimmed −4%VWO Vanguard Intl Equity Index F 2.3% Held
IVW iShares Tr 2.2% Held
JPM JPMorgan Chase & Co 2.1% HeldLLY ELI Lilly & Co 1.9% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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