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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 2 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAC BANK AMERICA CORP Financial Services 990,060.0 $48.3M 0.31% +93K +10.4% $48.75 +15.3%
22 IUSB ISHARES TR 1,037,651.0 $47.9M 0.31% +64K +6.6% $46.19 -0.2%
23 SLB SLB LIMITED Energy 931,475.0 $47.9M 0.31% +483K +107.8% $51.39 -6.4%
24 LIN LINDE PLC Basic Materials 94,368.0 $46.8M 0.30% +27K +40.5% $495.76 +3.3%
25 VB VANGUARD INDEX FDS 174,447.0 $45.7M 0.30% +6K +3.8% $261.92 +13.2%
26 CMCSA COMCAST CORP NEW Communication Services 1,545,091.0 $44.4M 0.29% +42K +2.8% $28.71 -21.9%
27 QQQ INVESCO QQQ TR Financial Services 71,662.0 $41.4M 0.27% +5K +6.9% $577.18 +28.3%
28 CSX CSX CORP Industrials 935,684.0 $38.4M 0.25% +125K +15.5% $41.05 +11.2%
29 BA BOEING CO Industrials 182,011.0 $36.2M 0.23% +157K +626.6% $199.03 +11.9%
30 HAS HASBRO INC Consumer Cyclical 345,148.0 $32.3M 0.21% +3K +0.8% $93.60 -9.5%
31 MS MORGAN STANLEY Financial Services 196,183.0 $32.3M 0.21% +175K +837.4% $164.57 +35.6%
32 MCHP MICROCHIP TECHNOLOGY INC. Technology 480,208.0 $31.0M 0.20% +13K +2.8% $64.61 +54.4%
33 IWR ISHARES TR 316,754.0 $30.8M 0.20% +17K +5.8% $97.23 +11.6%
34 TPR TAPESTRY INC Consumer Cyclical 210,368.0 $29.7M 0.19% +10K +5.0% $141.11 +1.7%
35 AGG ISHARES TR 272,548.0 $27.1M 0.18% +7K +2.8% $99.27 -0.4%
36 HYD VANECK ETF TRUST 533,851.0 $26.8M 0.17% +7K +1.3% $50.14 +2.7%
37 MKC MCCORMICK & CO INC Consumer Defensive 507,547.0 $25.6M 0.17% +20K +4.2% $50.44 -7.5%
38 REGN REGENERON PHARMACEUTICALS Healthcare 32,790.0 $25.3M 0.17% +30K +1040.1% $772.64 -21.1%
39 DGRO ISHARES TR 336,202.0 $23.6M 0.15% +10K +3.0% $70.18 +6.6%
40 KDP KEURIG DR PEPPER INC Consumer Defensive 857,961.0 $22.6M 0.15% +16K +1.9% $26.33 +16.8%
Page 2 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%