REGIONS FINANCIAL CORP

Position in SCHW — Schwab Charles Corp

CIK 1281761 BIRMINGHAM, AL

Position in SCHW

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$1,954,690

-$565,140 QoQ

Shares Held

20,799

-17.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

REGIONS FINANCIAL CORP holds $114,850,964 across 6 Capital Markets names. SCHW ranks #6 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	82,191	$69,532,763
2	MS	Morgan Stanley	196,183	$32,285,836
3	MC	Moelis & Co	91,547	$5,218,179
4	SF	Stifel Financial Corp	47,348	$3,499,964
5	HLI	Houlihan Lokey, Inc.	16,429	$2,359,532
6	SCHW	Schwab Charles Corp This page	20,799	$1,954,690

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,954,690	20,799	-17.5%	Shares	Defined	2026-05-05
2025-12-31	$2,519,830	25,221	-3.2%	Shares	Defined	2026-01-27
2025-09-30	$2,488,234	26,063	+2.2%	Shares	Defined	2025-11-19
2025-06-30	$2,326,072	25,494	+70.9%	Shares	Defined	2025-07-29
2025-03-31	$1,167,546	14,915	+14.4%	Shares	Defined	2025-05-08
2024-12-31	$964,720	13,035	-6.6%	Shares	Defined	2025-02-14
2024-09-30	$904,163	13,951	-34.2%	Shares	Defined	2024-11-14
2024-06-30	$1,561,269	21,187	-8.8%	Shares	Defined	2024-07-31
2024-03-31	$1,680,529	23,231	-0.4%	Shares	Defined	2024-04-23
2023-12-31	$1,604,552	23,322	-9.1%	Shares	Defined	2024-02-06
2023-09-30	$1,409,008	25,665	+7.9%	Shares	Defined	2023-11-01
2023-06-30	$1,347,907	23,781	+40.7%	Shares	Defined	2023-08-09
2023-03-31	$885,587	16,907	-20.0%	Shares	Defined	2023-05-12
2022-12-31	$1,760,198	21,141	-10.2%	Shares	Defined	2023-02-06
2022-09-30	$1,692,178	23,545	-15.7%	Shares	Defined	2022-11-03
2022-06-30	$1,765,059	27,937	-12.6%	Shares	Defined	2022-07-25
2022-03-31	$2,695,980	31,977	+0.4%	Shares	Defined	2022-04-25
2021-12-31	$2,678,920	31,854	+6.5%	Shares	Defined	2022-01-31
2021-09-30	$2,178,643	29,910	+6.5%	Shares	Defined	2021-11-04
2021-06-30	$2,044,213	28,076	-1.0%	Shares	Defined	2021-07-27
2021-03-31	$1,848,308	28,357	+27.6%	Shares	Defined	2021-06-02
2020-12-31	$1,178,760	22,224	+1.7%	Shares	Defined	2021-02-05
2020-09-30	$791,697	21,852	+1.1%	Shares	Defined	2020-10-15
2020-06-30	$729,559	21,623	+2.9%	Shares	Defined	2020-07-27
2020-03-31	$706,254	21,007	—	Shares	Defined	2020-04-29
No filing history on record for this holder in this stock.