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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 11 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BSM BLACK STONE MINERALS L P Energy 196,349.0 $2.7M 0.02% -5K -2.5% $13.97 +7.7%
202 IAU ISHARES GOLD TR Financial Services 35,818.0 $2.7M 0.02% -23K -38.6% $75.51 +15.8%
203 UBER UBER TECHNOLOGIES INC Technology 37,144.0 $2.7M 0.02% -9K -20.1% $72.16 +9.9%
204 AKAM AKAMAI TECHNOLOGIES INC Technology 22,625.0 $2.7M 0.02% -7K -24.1% $118.21 -10.6%
205 RGA REINSURANCE GROUP AMER INC Financial Services 12,460.0 $2.6M 0.02% -5K -27.6% $212.65 +15.5%
206 LCII LCI INDS Consumer Cyclical 24,807.0 $2.6M 0.02% -2K -8.9% $105.88 -1.3%
207 ITA ISHARES TR 10,789.0 $2.6M 0.02% -2K -15.0% $242.42 -3.7%
208 MCK MCKESSON CORP Healthcare 3,408.0 $2.6M 0.01% -250.0 -6.8% $755.60 +15.6%
209 MANH MANHATTAN ASSOCIATES INC Technology 18,416.0 $2.6M 0.01% -2K -10.8% $139.25 +53.1%
210 RNR RENAISSANCERE HLDGS LTD Financial Services 8,073.0 $2.6M 0.01% -3K -27.8% $316.90 +4.0%
211 HWKN HAWKINS INC Basic Materials 17,953.0 $2.6M 0.01% -493.0 -2.7% $142.10 -17.1%
212 PSX PHILLIPS 66 Energy 15,034.0 $2.5M 0.01% -605.0 -3.9% $169.05 +43.1%
213 SNPS SYNOPSYS INC Technology 5,629.0 $2.5M 0.01% -2K -25.9% $446.07 -11.6%
214 BND VANGUARD BD INDEX FDS 34,151.0 $2.5M 0.01% -2K -6.2% $73.41 -1.4%
215 RJF RAYMOND JAMES FINL INC Financial Services 16,119.0 $2.5M 0.01% -5K -24.6% $152.03 +16.2%
216 WTFC WINTRUST FINL CORP Financial Services 15,060.0 $2.4M 0.01% -6K -29.4% $160.72 -5.4%
217 XLF SELECT SECTOR SPDR TR 44,941.0 $2.4M 0.01% -3K -5.5% $53.61 +8.6%
218 WSO WATSCO INC Industrials 5,761.0 $2.4M 0.01% -81.0 -1.4% $416.73 -25.4%
219 SF STIFEL FINL CORP Financial Services 34,181.0 $2.4M 0.01% -13K -27.8% $69.77 +15.8%
220 IQVIA HLDGS INC 12,088.0 $2.3M 0.01% -5K -28.3% $193.22
Page 11 of 24  ·  474 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%