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Portfolio (Quarterly) Guide ↗

REGIONS FINANCIAL CORP

· CIK 0001281761
13F Portfolio $16.8B AUM 1,041 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 53 New 202 Added 474 Reduced 57 Exited
Page 6 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IBMO ISHARES TR 62,745.0 $1.6M 0.01% +19K +44.0% $25.64 -0.0%
102 BTI BRITISH AMERN TOB PLC Consumer Defensive 25,295.0 $1.6M 0.01% +994.0 +4.1% $61.76 -8.2%
103 SPYV SPDR SERIES TRUST 25,464.0 $1.5M 0.01% +7K +40.5% $60.79 +4.8%
104 MAT MATTEL INC Consumer Cyclical 108,626.0 $1.5M 0.01% +777.0 +0.7% $13.88 +6.8%
105 ACI ALBERTSONS COMPANIES INC Consumer Defensive 109,719.0 $1.5M 0.01% +20K +22.3% $13.53 -6.8%
106 ARGX ARGENX SE Healthcare 1,593.0 $1.5M 0.01% +360.0 +29.2% $927.77 +9.0%
107 ADI ANALOG DEVICES INC Technology 3,684.0 $1.5M 0.01% +53.0 +1.5% $397.17 -6.5%
108 NGG NATIONAL GRID PLC Utilities 17,496.0 $1.4M 0.01% +781.0 +4.7% $82.87 -3.0%
109 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 57,602.0 $1.4M 0.01% +4K +6.7% $25.06 +16.6%
110 IBMP ISHARES TR 56,740.0 $1.4M 0.01% +6K +11.0% $25.42 -0.1%
111 PAVE GLOBAL X FDS 24,105.0 $1.4M 0.01% +7K +38.8% $58.92 -5.1%
112 TM TOYOTA MOTOR CORP Consumer Cyclical 8,360.0 $1.4M 0.01% +2K +27.9% $168.42 +15.1%
113 NVO NOVO-NORDISK A S Healthcare 28,929.0 $1.4M 0.01% +7K +34.3% $47.94 -2.1%
114 TOTALENERGIES SE 17,807.0 $1.4M 0.01% +3K +20.9% $77.76
115 AZO AUTOZONE INC Consumer Cyclical 426.0 $1.4M 0.01% +27.0 +6.8% $3195.94 -5.8%
116 CNX CNX RES CORP Energy 38,890.0 $1.3M 0.01% +7K +21.1% $33.93 +7.5%
117 BP BP PLC Energy 34,779.0 $1.3M 0.01% +397.0 +1.1% $36.95 +18.4%
118 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,450.0 $1.3M 0.01% +108.0 +3.2% $370.59 -2.8%
119 IEF ISHARES TR 13,509.0 $1.3M 0.01% +9K +224.1% $94.57 -1.6%
120 BUNGE GLOBAL SA 11,677.0 $1.2M 0.01% +91.0 +0.8% $106.73
Page 6 of 11  ·  202 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 22.6%
Financial Services 18.3%
Industrials 12.9%
Healthcare 11.9%
Consumer Cyclical 8.8%
Consumer Defensive 7.2%
Communication Services 6.2%
Utilities 5.1%
Energy 5.0%
Basic Materials 1.5%