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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 4 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 T AT&T INC Communication Services 1,786,623.0 $37.0M 0.22% -62K -3.4% $20.70 +24.1%
62 BERKSHIRE HATHAWAY INC DEL 73,669.0 $36.9M 0.22% -3K -3.4% $500.39
63 ORCL ORACLE CORP Technology 248,385.0 $36.4M 0.22% -156K -38.5% $146.55 -2.8%
64 NFLX NETFLIX INC. Communication Services 505,761.0 $36.1M 0.22% -4K -0.8% $71.40 +12.1%
65 PG PROCTER & GAMBLE CO Consumer Defensive 243,098.0 $35.6M 0.21% -12K -4.6% $146.64 -0.0%
66 MDLZ MONDELEZ INTL INC Consumer Defensive 604,442.0 $35.0M 0.21% -37K -5.8% $57.84 +11.9%
67 CSCO CISCO SYS INC Technology 278,720.0 $32.7M 0.20% -3K -1.0% $117.46 -6.2%
68 IWR ISHARES TR 286,968.0 $31.7M 0.19% -30K -9.4% $110.32 +2.4%
69 UNP UNION PAC CORP Industrials 111,221.0 $30.3M 0.18% -6K -4.7% $272.00 +13.9%
70 TMO THERMO FISHER SCIENTIFIC INC Healthcare 55,998.0 $28.1M 0.17% -3K -4.5% $501.36 +25.4%
71 HAS HASBRO INC Consumer Cyclical 338,770.0 $28.0M 0.17% -6K -1.9% $82.59 +15.5%
72 KDP KEURIG DR PEPPER INC Consumer Defensive 838,633.0 $27.4M 0.16% -19K -2.2% $32.73 -0.7%
73 HYD VANECK ETF TRUST 523,605.0 $27.0M 0.16% -10K -1.9% $51.51 -2.4%
74 QCOM QUALCOMM INC Technology 142,687.0 $26.4M 0.16% -10K -6.7% $184.79 -14.2%
75 CMCSA COMCAST CORP NEW Communication Services 1,044,502.0 $25.6M 0.15% -501K -32.4% $24.55 +10.1%
76 DGRO ISHARES TR 332,548.0 $25.2M 0.15% -4K -1.1% $75.79 +5.5%
77 MKC MCCORMICK & CO INC Consumer Defensive 497,082.0 $25.1M 0.15% -10K -2.1% $50.42 +11.5%
78 CBRE CBRE GROUP INC Real Estate 176,371.0 $23.8M 0.14% -8K -4.3% $134.69 +12.8%
79 ASML ASML HLDG NV Technology 11,319.0 $22.5M 0.13% -513.0 -4.3% $1989.44 -12.5%
80 VGSH VANGUARD SCOTTSDALE FDS 364,162.0 $21.2M 0.13% -4K -1.2% $58.20 -0.1%
Page 4 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%