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Hedge Funds Similar to REGIONS FINANCIAL

13F Portfolio OverlapQ2 2026REGIONS FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

REGIONS FINANCIAL CORP is an institutional investor managing $16.8B across 856 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to REGIONS FINANCIAL are Haverford, Blue Chip Partners, DEARBORN PARTNERS, with shared positions in $TJX, $NEE, $TXN, $SYK, $MCD, $BLK. The full ranking of 25 similar funds is below.

#1Haverford Trust CoActive
Some overlap · 7 shared positions
$TJX$NEE$TXN$SYK$MCD$BLK
$11.6B
424 positions
#2Blue Chip Partners, LLCActive
Some overlap · 7 shared positions
$TJX$NEE$WM$PWR$XEL$BLK
$1.6B
184 positions
#3DEARBORN PARTNERS LLCActive
Some overlap · 6 shared positions
$SNA$NEE$TXN$SYK$MCD$AJG
$1.8B
269 positions
#4Palisade Asset Management, LLCPassive
Some overlap · 6 shared positions
$RY$TJX$TXN$SYK$MCD$BLK
$1.1B
204 positions
#5Haverford Financial Services, Inc.Active
Some overlap · 6 shared positions
$TJX$NEE$WM$TXN$SYK$BLK
$339M
49 positions
#6RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 6 shared positions
$TJX$NEE$WM$SYK$MCD$BLK
$794M
188 positions
#7Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$TJX$NEE$TXN$SYK$MCD$BLK
$170M
61 positions
#8CAMDEN NATIONAL BANKPassive
Some overlap · 6 shared positions
$TJX$NEE$TXN$PWR$PKG$MCD
$767M
184 positions
#9Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$TJX$NEE$TXN$SYK$MCD$MS
$467M
118 positions
#10Mirabaud Asset Management LtdPassive
Some overlap · 5 shared positions
$RY$TJX$NEE$TXN$MCD
$120M
49 positions
#11CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$SNA$TJX$MCD$AJG$BLK
$5.2B
56 positions
#12MASTER'S WEALTH MANAGEMENT INC.Smart money
Some overlap · 5 shared positions
$SNA$NEE$WM$AJG$MS
$332M
91 positions
#13HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$SNA$NEE$WM$SYK$BLK
$194M
108 positions
#14Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$SNA$NEE$TXN$PKG$MET
$111M
62 positions
#15Berkshire BankActive
Some overlap · 6 shared positions
$TJX$NEE$TXN$SYK$BLK$MET
$524M
160 positions
#16Piscataqua Savings BankPassive
Some overlap · 6 shared positions
$TJX$TXN$WM$SYK$MCD$BLK
$148M
412 positions
#17NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$NEE$TJX$WM$PWR$MCD$BLK
$2.7B
200 positions
#18NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$TJX$NEE$SYK$PWR$BLK$MS
$1.4B
177 positions
#19ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$TJX$TXN$PWR$MCD$BLK$MS
$1.7B
652 positions
#20Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$TXN$WM$AJG
$710M
193 positions
#21LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$NEE$TJX$TXN$SYK$MCD
$573M
129 positions
#22Townsend & Associates, IncActive
Some overlap · 3 shared positions
$SNA$TJX$WM
$1.2B
115 positions
#23TOMPKINS FINANCIAL CORPPassive
Some overlap · 6 shared positions
$TJX$WM$MCD$AJG$BLK$SYK
$1.4B
548 positions
#24SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 5 shared positions
$TJX$SNA$SYK$NEE$AJG
$2.1B
218 positions
#25Bath Savings Trust CoActive
Some overlap · 5 shared positions
$TJX$NEE$SYK$MCD$AJG
$965M
177 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.