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RFC

Regions Financial Corp Portfolio holdings

AUM $15.4B
1-Year Est. Return 21.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.91B
AUM Growth
-$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,172
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$23.4M
3
+$23.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$19.5M

Top Sells

1
+$47.1M
2
+$30.7M
3
+$28.1M
4
DINO icon
HF Sinclair
DINO
+$19.8M
5
WFC icon
Wells Fargo
WFC
+$18.6M

Sector Composition

1 Financials 17.2%
2 Industrials 11.25%
3 Technology 8.16%
4 Healthcare 7.57%
5 Consumer Staples 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-85
2027
– –
-29
2028
– –
-4,500
2029
– –
-65
2030
– –
-200
2031
$0 ﹤0.01%
4
-20
2032
– –
-2,049,108
2033
– –
-1,500
2034
– –
-3,683
2035
– –
-915
2036
– –
-63,845
2037
– –
-406
2038
– –
-177
2039
– –
-47
2040
– –
-8,896
2041
– –
-1,995
2042
– –
-29
2043
– –
-16
2044
– –
-1,375
2045
– –
-100
2046
– –
-29
2047
– –
-374
2048
– –
0
2049
$0 ﹤0.01%
27
2050
$0 ﹤0.01%
8
80 81
82
83 84