REGIONS FINANCIAL CORP
Position in BAM — Brookfield Asset Management Ltd.
CIK 1281761
BIRMINGHAM, AL
Position in BAM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$614,848
+$22,463 QoQ
Shares Held
13,709
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#323
of 619 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026REGIONS FINANCIAL CORP holds $116,567,580 across 21 Asset Management names. BAM ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
74,698 | $71,826,608 | |
| 2 | KKR |
KKR & Co. Inc.
|
199,808 | $18,338,377 | |
| 3 | AMP |
Ameriprise Financial Inc
|
17,884 | $8,204,463 | |
| 4 | BX |
Blackstone Inc.
|
27,300 | $3,212,391 | |
| 5 | APAM |
Artisan Partners Asset Management Inc.
|
82,844 | $2,860,603 | |
| 6 | RJF |
Raymond James Financial Inc
|
16,119 | $2,450,571 | |
| 7 | APO |
Apollo Global Management, Inc.
|
15,397 | $1,821,619 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
26,514 | $1,129,231 |
All Filings in BAM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,848 | 13,709 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $592,385 | 13,327 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $254,720 | 4,862 | Shares | Defined | 2026-01-27 | |
| 2024-09-30 | $215,688 | 4,561 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $226,234 | 5,384 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $228,165 | 5,680 | Shares | Defined | 2024-02-06 | |
| 2023-06-30 | $252,099 | 7,726 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $623,348 | 19,051 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||