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Portfolio (Quarterly) Guide ↗

REGIONS FINANCIAL CORP

· CIK 0001281761
13F Portfolio $15.4B AUM 1,039 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 212 Added 457 Reduced 37 Exited
Page 10 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MOOG INC 1,188.0 $348K 0.00% +14.0 +1.2% $292.64
182 PLD PROLOGIS INC. Real Estate 2,615.0 $346K 0.00% +226.0 +9.5% $132.18 +6.3%
183 DELL DELL TECHNOLOGIES INC Technology 2,101.0 $345K 0.00% +226.0 +12.1% $164.13 +149.5%
184 SPG SIMON PPTY GROUP INC NEW Real Estate 1,845.0 $344K 0.00% +243.0 +15.2% $186.53 +13.3%
185 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 8,628.0 $341K 0.00% +2K +21.7% $39.52 +0.2%
186 HYG ISHARES TR 4,283.0 $341K 0.00% +92.0 +2.2% $79.56 +0.6%
187 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,233.0 $339K 0.00% +39.0 +3.3% $275.18 +13.6%
188 BSX BOSTON SCIENTIFIC CORP Healthcare 5,216.0 $327K 0.00% +53.0 +1.0% $62.75 -27.8%
189 NEAR ISHARES U S ETF TR 6,400.0 $325K 0.00% +2K +60.0% $50.84 -0.5%
190 XLP SELECT SECTOR SPDR TR 3,888.0 $319K 0.00% +138.0 +3.7% $81.98 +1.6%
191 STWD STARWOOD PPTY TR INC Real Estate 18,350.0 $316K 0.00% +1K +5.8% $17.22 -3.0%
192 BINC BLACKROCK ETF TRUST II 6,027.0 $313K 0.00% +2K +58.6% $51.93 +0.7%
193 CINF CINCINNATI FINL CORP Financial Services 1,881.0 $296K 0.00% +200.0 +11.9% $157.35 +8.2%
194 VTWO VANGUARD SCOTTSDALE FDS 2,949.0 $295K 0.00% +278.0 +10.4% $100.17 +19.2%
195 SPXC SPX TECHNOLOGIES INC Industrials 1,453.0 $291K 0.00% +211.0 +17.0% $199.94 +21.5%
196 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,070.0 $284K 0.00% +153.0 +16.7% $265.32 +27.4%
197 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 2,991.0 $270K 0.00% +34.0 +1.1% $90.42 -3.6%
198 WCN WASTE CONNECTIONS INC Industrials 1,587.0 $258K 0.00% +120.0 +8.2% $162.44 -4.5%
199 AEM AGNICO EAGLE MINES LTD Basic Materials 1,254.0 $255K 0.00% +70.0 +5.9% $202.98 -17.9%
200 BRO BROWN & BROWN INC Financial Services 3,903.0 $255K 0.00% +1K +38.0% $65.21 -9.4%
Page 10 of 11  ·  212 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.9%
Financial Services 17.4%
Industrials 12.7%
Healthcare 11.3%
Consumer Cyclical 9.3%
Communication Services 7.8%
Consumer Defensive 7.8%
Energy 6.5%
Utilities 5.2%
Basic Materials 1.5%