Regions Financial Corporation
MX ˙ BMV ˙ US7591EP1005
SecurityMX:RF / Regions Financial Corporation
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership21,344 shares
Latest Disclosed Value $ 557,507
Independent Advisor Alliance reports 7.24% decrease in ownership of RF / Regions Financial Corporation

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 21,344 shares of Regions Financial Corporation (MX:RF) valued at $557,507 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 23,009 shares of Regions Financial Corporation. This represents a change in shares of -7.24% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 21,344 -1,665 -7.24 558 -10.59 0.0034
2026-02-04 2025-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 23,009 -1,131 -4.69 624 -2.04 0.0151
2025-11-04 2025-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 24,140 -25,876 -51.74 637 -45.92 0.0165
2025-08-11 2025-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 50,016 43 0.09 1,176 8.39 0.0339
2025-05-12 2025-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 49,973 3,163 6.76 1,086 -1.36 0.0359
2025-02-07 2024-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 46,810 4,429 10.45 1,101 11.34 0.0146
2024-11-13 2024-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 42,381 1,315 3.20 989 20.19 0.0360
2024-08-12 2024-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 41,066 702 1.74 823 -3.18 0.0282
2024-05-08 2024-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 40,364 -587 -1.43 849 7.06 0.0307
2024-02-08 2023-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 40,951 -1,345 -3.18 794 9.08 0.0286
2023-10-24 2023-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 42,296 5,546 15.09 727 11.16 0.0329
2023-07-28 2023-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 36,750 -100,648 -73.25 655 -74.35 0.0289
2023-05-12 2023-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 137,398 2,521 1.87 2,550 8,693.10 0.1229
2023-02-13 2022-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 134,877 8,387 6.63 29 -98.86 0.0010
2022-11-04 2022-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 126,490 95,825 312.49 2,539 341.57 0.1481
2022-08-04 2022-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 30,665 9,474 44.71 575 21.82 0.0321
2022-05-06 2022-03-31 13F REGIONS FINANCIAL CORP COM 7591EP100 21,191 -23,124 -52.18 472 -51.14 0.0227
2022-02-11 2021-12-31 13F REGIONS FINANCIAL CORP COM 7591EP100 44,315 15,575 54.19 966 57.84 0.0476
2021-11-01 2021-09-30 13F REGIONS FINANCIAL CORP COM 7591EP100 28,740 264 0.93 612 6.43 0.0340
2021-08-12 2021-06-30 13F REGIONS FINANCIAL CORP COM 7591EP100 28,476 28,476 575 0.0315
2019-02-12 2018-12-31 13F REGIONS FINL CORP COM 7591EP100 0 -10,300 -100.00 0 -100.00
2018-11-13 2018-09-30 13F REGIONS FINL CORP COM 7591EP100 10,300 10,300 180 0.0324
2018-02-14 2017-12-31 13F REGIONS FINL CORP COM 7591EP100 0 -10,986 -100.00 0 -100.00
2017-11-15 2017-09-30 13F REGIONS FINL CORP COM 7591EP100 10,986 10,986 165 0.0454
2017-05-09 2017-03-31 13F REGIONS FINANCIAL Common Stock 7591EP100 0 -1,960 -100.00 0 -100.00
2017-02-15 2016-12-31 13F REGIONS FINANCIAL Common Stock 7591EP100 1,960 1,960 28 0.0107
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.