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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 9 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 15,311.0 $4.5M 0.03% -2K -12.3% $293.18 +4.5%
162 POOL POOL CORP Industrials 19,936.0 $4.3M 0.03% -621.0 -3.0% $214.90 -12.4%
163 DFIV DIMENSIONAL ETF TRUST 78,896.0 $4.3M 0.03% -1K -1.4% $54.02 +7.8%
164 JKHY HENRY JACK & ASSOC INC Technology 30,917.0 $4.3M 0.03% -3K -8.0% $137.74 +23.8%
165 CVS CVS HEALTH CORP Healthcare 40,584.0 $4.2M 0.03% -4K -8.0% $103.45 -9.0%
166 BANF BANCFIRST CORP Financial Services 35,158.0 $3.9M 0.02% -3K -7.9% $111.13 +1.3%
167 UFPI UFP INDUSTRIES INC Basic Materials 42,758.0 $3.9M 0.02% -5K -9.9% $90.74 -1.7%
168 PULS PGIM ETF TR 78,155.0 $3.9M 0.02% -16K -16.6% $49.55 +0.3%
169 D DOMINION ENERGY INC Utilities 56,694.0 $3.9M 0.02% -6K -9.8% $68.29 -2.5%
170 CRVL CORVEL CORP Financial Services 61,557.0 $3.8M 0.02% -5K -7.1% $62.52 +13.9%
171 DCI DONALDSON INC Industrials 42,462.0 $3.8M 0.02% -5K -9.6% $89.77 +3.0%
172 IRM IRON MTN INC DEL Real Estate 29,921.0 $3.8M 0.02% -10K -24.3% $126.31 -4.1%
173 NUE NUCOR CORP Basic Materials 16,918.0 $3.8M 0.02% -1K -8.0% $222.75 +9.8%
174 LH LABCORP HOLDINGS INC Healthcare 12,912.0 $3.6M 0.02% -2K -13.2% $280.00 +21.2%
175 WEC WEC ENERGY GROUP INC Utilities 29,688.0 $3.5M 0.02% -10K -25.0% $116.77 -7.9%
176 CEG CONSTELLATION ENERGY CORP Utilities 13,935.0 $3.5M 0.02% -670.0 -4.6% $248.37 +10.1%
177 PAYX PAYCHEX INC Industrials 34,201.0 $3.4M 0.02% -427.0 -1.2% $98.33 +28.2%
178 XLE SELECT SECTOR SPDR TR 60,868.0 $3.2M 0.02% -28K -31.9% $53.11 +18.8%
179 HXL HEXCEL CORP NEW Industrials 32,014.0 $3.2M 0.02% -13K -28.5% $100.06 -7.5%
180 IDXX IDEXX LABS INC Healthcare 6,060.0 $3.2M 0.02% -468.0 -7.2% $526.44 +6.3%
Page 9 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%