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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 19 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 5,365.0 $537K 0.00% -3K -35.7% $100.07 +10.0%
362 MELI MERCADOLIBRE INC Consumer Cyclical 309.0 $524K 0.00% -11.0 -3.4% $1697.39 +14.8%
363 BLDR BUILDERS FIRSTSOURCE INC Industrials 5,854.0 $524K 0.00% -1K -16.3% $89.48 -21.5%
364 TSN TYSON FOODS INC Consumer Defensive 9,089.0 $520K 0.00% -450.0 -4.7% $57.25 +1.1%
365 ALLE ALLEGION PLC Industrials 3,703.0 $520K 0.00% -160.0 -4.1% $140.49 +15.8%
366 XLC SELECT SECTOR SPDR TR 4,595.0 $492K 0.00% -134.0 -2.8% $107.13 +4.8%
367 IDA IDACORP INC Utilities 3,251.0 $492K 0.00% -914.0 -21.9% $151.30 -8.6%
368 HDB HDFC BANK LTD Financial Services 18,969.0 $490K 0.00% -12K -38.9% $25.83 -8.9%
369 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 9,109.0 $480K 0.00% -2K -17.4% $52.65 +23.8%
370 CVCO CAVCO INDS INC DEL Consumer Cyclical 769.0 $472K 0.00% -236.0 -23.5% $614.38 -5.2%
371 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,957.0 $472K 0.00% -402.0 -17.0% $240.97 +5.6%
372 SOLV SOLVENTUM CORP Healthcare 6,087.0 $470K 0.00% -1K -17.3% $77.15 +18.3%
373 COIN COINBASE GLOBAL INC Financial Services 3,206.0 $469K 0.00% -139.0 -4.2% $146.19 +22.8%
374 FISV FISERV INC Technology 9,378.0 $460K 0.00% -1K -12.1% $49.05 +8.0%
375 TLT ISHARES TR 5,188.0 $448K 0.00% -488.0 -8.6% $86.42 -4.5%
376 IONS IONIS PHARMACEUTICALS INC Healthcare 5,604.0 $444K 0.00% -518.0 -8.5% $79.29 -21.8%
377 RYANAIR HOLDINGS PLC 6,845.0 $443K 0.00% -1K -13.7% $64.75
378 ES EVERSOURCE ENERGY Utilities 5,978.0 $432K 0.00% -3K -32.0% $72.27 -1.4%
379 WBD WARNER BROS DISCOVERY INC Communication Services 16,016.0 $427K 0.00% -3K -14.9% $26.66 +7.7%
380 CGNX COGNEX CORP Technology 5,848.0 $424K 0.00% -2K -27.0% $72.42 -19.2%
Page 19 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%