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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 2 of 23  ·  457 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XEL XCEL ENERGY INC Utilities 1,032,974.0 $82.1M 0.53% -10K -0.9% $79.44 -2.5%
22 EEM ISHARES TR 1,427,520.0 $81.1M 0.53% -25K -1.7% $56.79 +24.7%
23 BLK BLACKROCK INC Financial Services 78,843.0 $75.8M 0.49% -1K -1.3% $961.71 +9.2%
24 GOOG ALPHABET INC Communication Services 259,556.0 $74.5M 0.48% -13K -4.7% $286.86 +28.1%
25 AJG GALLAGHER ARTHUR J & CO Financial Services 340,672.0 $73.8M 0.48% -8K -2.3% $216.58 -1.2%
26 PKG PACKAGING CORP AMER Consumer Cyclical 339,890.0 $72.1M 0.47% -3K -0.9% $212.22 +7.9%
27 SPY STATE STR SPDR S&P 500 ETF T Financial Services 103,356.0 $67.2M 0.44% -9K -8.2% $650.34 +14.8%
28 PWR QUANTA SVCS INC Industrials 121,815.0 $66.9M 0.43% -14K -10.2% $549.02 +27.9%
29 HD HOME DEPOT INC Consumer Cyclical 203,274.0 $66.9M 0.43% -15K -6.7% $328.89 +1.6%
30 COP CONOCOPHILLIPS Energy 495,338.0 $65.4M 0.42% -22K -4.3% $132.00 -18.4%
31 ACWX ISHARES TR 933,709.0 $63.9M 0.41% -5K -0.5% $68.47 +12.6%
32 MA MASTERCARD INCORPORATED Financial Services 127,555.0 $63.7M 0.41% -7K -4.9% $499.66 -2.0%
33 HUBB HUBBELL INC Industrials 126,817.0 $62.2M 0.40% -3K -2.4% $490.74 +6.7%
34 ORCL ORACLE CORP Technology 404,192.0 $59.5M 0.39% -39K -8.7% $147.11 +25.3%
35 EXC EXELON CORP Utilities 1,168,122.0 $57.3M 0.37% -22K -1.8% $49.02 -6.5%
36 ROST ROSS STORES INC Consumer Cyclical 249,088.0 $54.0M 0.35% -4K -1.6% $216.63 +7.5%
37 T AT&T INC Communication Services 1,849,061.0 $53.6M 0.35% -65K -3.4% $28.99 -24.1%
38 GD GENERAL DYNAMICS CORP Industrials 145,143.0 $49.8M 0.32% -4K -2.6% $343.22 +2.0%
39 PNC PNC FINL SVCS GROUP INC Financial Services 237,910.0 $49.5M 0.32% -2K -1.0% $208.09 +11.5%
40 NFLX NETFLIX INC. Communication Services 509,728.0 $49.0M 0.32% -58K -10.3% $96.15 -19.5%
Page 2 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%