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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 7 of 23  ·  457 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DHR DANAHER CORP DEL Healthcare 36,199.0 $6.9M 0.04% -3K -8.7% $189.60 -6.6%
122 PFE PFIZER INC Healthcare 236,894.0 $6.7M 0.04% -11K -4.5% $28.08 -10.2%
123 TFC TRUIST FINL CORP Financial Services 144,501.0 $6.6M 0.04% -3K -2.1% $45.97 +5.1%
124 INTC INTEL CORP Technology 149,235.0 $6.6M 0.04% -4K -2.7% $44.13 +203.6%
125 GLD SPDR GOLD TR Financial Services 15,277.0 $6.6M 0.04% -462.0 -2.9% $430.29 -10.0%
126 CMI CUMMINS INC Industrials 12,115.0 $6.5M 0.04% -544.0 -4.3% $538.02 +33.2%
127 MMM 3M CO Industrials 44,641.0 $6.5M 0.04% -2K -4.7% $145.23 +10.6%
128 WAB WABTEC Industrials 25,785.0 $6.4M 0.04% -3K -9.2% $249.91 +8.8%
129 LSTR LANDSTAR SYS INC Industrials 39,856.0 $6.4M 0.04% -800.0 -2.0% $160.31 +29.4%
130 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 87,002.0 $6.3M 0.04% -6K -6.7% $72.46 +26.1%
131 HEI HEICO CORP NEW Industrials 21,617.0 $5.9M 0.04% -1K -5.7% $274.20 +22.9%
132 WWD WOODWARD INC Industrials 16,374.0 $5.9M 0.04% -2K -10.9% $357.92 +21.5%
133 GGG GRACO INC Industrials 68,801.0 $5.8M 0.04% -5K -7.0% $84.65 -10.2%
134 ISRG INTUITIVE SURGICAL INC Healthcare 12,536.0 $5.8M 0.04% -821.0 -6.2% $460.99 -11.8%
135 AMGN AMGEN INC Healthcare 15,784.0 $5.6M 0.04% -594.0 -3.6% $351.85 -4.1%
136 INSTALLED BLDG PRODS INC 20,936.0 $5.6M 0.04% -269.0 -1.3% $265.15
137 ANET ARISTA NETWORKS INC Technology 44,797.0 $5.5M 0.04% -663.0 -1.5% $122.78 +38.2%
138 DOV DOVER CORP Industrials 25,763.0 $5.4M 0.04% -3K -11.1% $208.45 +7.3%
139 UNH UNITEDHEALTH GROUP INC Healthcare 19,769.0 $5.3M 0.04% -4K -18.0% $270.59 +48.2%
140 JKHY HENRY JACK & ASSOC INC Technology 33,619.0 $5.3M 0.03% -2K -5.4% $158.04 -20.1%
Page 7 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%