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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 16 of 23  ·  457 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BDX BECTON DICKINSON & CO Healthcare 6,873.0 $1.1M 0.01% -478.0 -6.5% $157.23 -8.4%
302 COLD AMERICOLD REALTY TRUST INC Real Estate 91,075.0 $1.0M 0.01% -2K -1.9% $11.46 +22.8%
303 SPYV SPDR SERIES TRUST 18,128.0 $1.0M 0.01% -437.0 -2.4% $56.58 +7.6%
304 DXCM DEXCOM INC Healthcare 16,073.0 $1.0M 0.01% -395.0 -2.4% $62.80 +15.4%
305 PBR PETROLEO BRASILEIRO S A Energy 48,521.0 $1.0M 0.01% -5K -9.8% $20.75 -19.3%
306 PNW PINNACLE WEST CAP CORP Utilities 9,473.0 $954K 0.01% -194.0 -2.0% $100.75 +1.6%
307 SAN BANCO SANTANDER SA Financial Services 82,371.0 $929K 0.01% -1K -1.7% $11.28 +19.7%
308 SONY SONY GROUP CORP Technology 44,750.0 $926K 0.01% -2K -4.8% $20.70 -1.8%
309 ARGX ARGENX SE Healthcare 1,233.0 $900K 0.01% -222.0 -15.3% $730.25 +20.2%
310 NU NU HLDGS LTD Financial Services 62,621.0 $900K 0.01% -2K -2.8% $14.37 -11.6%
311 DD DUPONT DE NEMOURS INC Basic Materials 19,517.0 $894K 0.01% -465.0 -2.3% $45.80 +4.1%
312 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 11,030.0 $889K 0.01% -2K -18.2% $80.56 -25.4%
313 AVAV AEROVIRONMENT INC Industrials 4,821.0 $882K 0.01% -361.0 -7.0% $183.05 -7.3%
314 SRE SEMPRA Utilities 9,037.0 $878K 0.01% -2K -17.0% $97.17 -6.7%
315 XPO XPO INC Industrials 4,442.0 $864K 0.01% -363.0 -7.5% $194.55 +2.5%
316 KFRC KFORCE INC Industrials 29,003.0 $848K 0.01% -2K -6.4% $29.24 +55.2%
317 HPQ HP INC Technology 43,732.0 $840K 0.01% -894.0 -2.0% $19.21 +22.3%
318 SAP SAP SE Technology 4,896.0 $838K 0.01% -3K -40.6% $171.21 -9.3%
319 IBB ISHARES TR 4,948.0 $835K 0.01% -159.0 -3.1% $168.85 +2.8%
320 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 22,520.0 $833K 0.01% -3K -12.9% $37.01 +26.6%
Page 16 of 23  ·  457 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%