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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 19 of 23  ·  457 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 AMT AMERICAN TOWER CORP Real Estate 2,829.0 $488K 0.00% -533.0 -15.8% $172.58 +2.0%
362 CVCO CAVCO INDS INC DEL Consumer Cyclical 1,005.0 $487K 0.00% -12.0 -1.2% $484.29 +24.2%
363 AEIS ADVANCED ENERGY INDS Industrials 1,498.0 $483K 0.00% -125.0 -7.7% $322.71 +15.5%
364 SOLV SOLVENTUM CORP Healthcare 7,363.0 $481K 0.00% -759.0 -9.3% $65.30 +15.5%
365 KLAC KLA CORP Technology 323.0 $476K 0.00% -25.0 -7.2% $1472.41 -82.4%
366 KMX CARMAX INC Consumer Cyclical 11,218.0 $466K 0.00% -3K -19.1% $41.58 +29.1%
367 ITT ITT INC Industrials 2,417.0 $461K 0.00% -23.0 -0.9% $190.53 +3.3%
368 FICO FAIR ISAAC CORP Technology 431.0 $460K 0.00% -432.0 -50.1% $1067.54 +2.7%
369 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,377.0 $457K 0.00% -473.0 -12.3% $135.23 -5.2%
370 IP INTERNATIONAL PAPER CO Consumer Cyclical 12,769.0 $456K 0.00% -6K -30.9% $35.70 +3.1%
371 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,540.0 $451K 0.00% -586.0 -27.6% $292.75 +32.7%
372 CDW CDW CORP Technology 3,707.0 $449K 0.00% -643.0 -14.8% $121.02 +6.1%
373 GLOBUS MED INC 5,151.0 $444K 0.00% -260.0 -4.8% $86.16
374 FSS FEDERAL SIGNAL CORP Industrials 4,095.0 $443K 0.00% -67.0 -1.6% $108.14 +9.6%
375 NDSN NORDSON CORP Industrials 1,630.0 $434K 0.00% -33.0 -2.0% $266.06 +11.2%
376 VOOG VANGUARD ADMIRAL FDS INC 1,062.0 $433K 0.00% -18.0 -1.7% $407.69 -79.6%
377 KMI KINDER MORGAN INC DEL Energy 12,869.0 $431K 0.00% -2K -11.2% $33.53 -5.8%
378 ALC ALCON AG Healthcare 5,721.0 $431K 0.00% -3K -33.1% $75.35 -14.2%
379 CASY CASEYS GEN STORES INC Consumer Cyclical 591.0 $430K 0.00% -18.0 -3.0% $727.86 +15.7%
380 TROW PRICE T ROWE GROUP INC Financial Services 4,687.0 $422K 0.00% -173.0 -3.6% $90.14 +19.4%
Page 19 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%