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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 11 of 43  ·  860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MMM 3M CO Industrials 44,641.0 $6.5M 0.04% -2K -4.7% $145.23 +10.6%
202 WAB WABTEC Industrials 25,785.0 $6.4M 0.04% -3K -9.2% $249.91 +9.6%
203 SUB ISHARES TR 60,392.0 $6.4M 0.04% +3K +6.1% $106.50 +0.1%
204 LSTR LANDSTAR SYS INC Industrials 39,856.0 $6.4M 0.04% -800.0 -2.0% $160.31 +29.4%
205 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 87,002.0 $6.3M 0.04% -6K -6.7% $72.46 +26.1%
206 IBDR ISHARES TR 249,174.0 $6.0M 0.04% +29K +13.4% $24.24 -0.1%
207 HEI HEICO CORP NEW Industrials 21,617.0 $5.9M 0.04% -1K -5.7% $274.20 +22.9%
208 IGLB ISHARES TR 119,070.0 $5.9M 0.04% $49.63 +1.0%
209 WWD WOODWARD INC Industrials 16,374.0 $5.9M 0.04% -2K -10.9% $357.92 +20.2%
210 GGG GRACO INC Industrials 68,801.0 $5.8M 0.04% -5K -7.0% $84.65 -10.2%
211 ISRG INTUITIVE SURGICAL INC Healthcare 12,536.0 $5.8M 0.04% -821.0 -6.2% $460.99 -11.8%
212 AMGN AMGEN INC Healthcare 15,784.0 $5.6M 0.04% -594.0 -3.6% $351.85 -4.1%
213 INSTALLED BLDG PRODS INC 20,936.0 $5.6M 0.04% -269.0 -1.3% $265.15
214 ANET ARISTA NETWORKS INC Technology 44,797.0 $5.5M 0.04% -663.0 -1.5% $122.78 +38.2%
215 XLE SELECT SECTOR SPDR TR 89,344.0 $5.5M 0.04% +4K +4.6% $61.26 -12.2%
216 SDY SPDR SERIES TRUST 37,406.0 $5.5M 0.04% $145.94 +3.1%
217 DOV DOVER CORP Industrials 25,763.0 $5.4M 0.04% -3K -11.1% $208.45 +7.3%
218 AFL AFLAC INC Financial Services 48,832.0 $5.4M 0.04% +3K +6.8% $109.71 +5.3%
219 UNH UNITEDHEALTH GROUP INC Healthcare 19,769.0 $5.3M 0.04% -4K -18.0% $270.59 +48.2%
220 JKHY HENRY JACK & ASSOC INC Technology 33,619.0 $5.3M 0.03% -2K -5.4% $158.04 -20.1%
Page 11 of 43  ·  860 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%