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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 15 of 43  ·  860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LCII LCI INDS Consumer Cyclical 27,236.0 $3.3M 0.02% -1K -3.9% $122.98 -25.3%
282 UBER UBER TECHNOLOGIES INC Technology 46,495.0 $3.3M 0.02% -3K -6.0% $71.93 -0.4%
283 XLI SELECT SECTOR SPDR TR 20,569.0 $3.3M 0.02% $161.73 +11.9%
284 RNR RENAISSANCERE HLDGS LTD Financial Services 11,183.0 $3.3M 0.02% -1K -10.9% $297.23 +0.7%
285 CENCORA INC 10,575.0 $3.3M 0.02% -1K -8.9% $314.14
286 VGLT VANGUARD SCOTTSDALE FDS 59,486.0 $3.3M 0.02% $55.36 -0.1%
287 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 89,511.0 $3.3M 0.02% -7K -7.2% $36.39 -1.4%
288 GPN GLOBAL PMTS INC Industrials 48,060.0 $3.2M 0.02% -973.0 -2.0% $67.30 -0.6%
289 GVI ISHARES TR 30,167.0 $3.2M 0.02% +10K +48.9% $106.68 -0.7%
290 MAS MASCO CORP Industrials 53,030.0 $3.2M 0.02% -6K -10.1% $60.37 +23.2%
291 PAYX PAYCHEX INC Industrials 34,628.0 $3.2M 0.02% -1K -4.1% $92.12 +6.6%
292 CVS CVS HEALTH CORP Healthcare 44,099.0 $3.2M 0.02% -1K -3.0% $71.82 +36.9%
293 TGT TARGET CORP Consumer Defensive 26,131.0 $3.2M 0.02% -382.0 -1.4% $121.20 +7.9%
294 MCK MCKESSON CORP Healthcare 3,658.0 $3.2M 0.02% +900.0 +32.6% $865.36 -13.3%
295 MCO MOODYS CORP Financial Services 7,255.0 $3.2M 0.02% -267.0 -3.5% $436.25 +3.3%
296 ENB ENBRIDGE INC Energy 58,434.0 $3.2M 0.02% -3K -5.4% $54.14 +0.8%
297 EPD ENTERPRISE PRODS PARTNERS L Energy 83,203.0 $3.1M 0.02% +627.0 +0.8% $37.84 -3.3%
298 NUE NUCOR CORP Basic Materials 18,392.0 $3.1M 0.02% -1K -6.6% $169.10 +44.2%
299 CTRA COTERRA ENERGY INC Energy 88,407.0 $3.1M 0.02% -10K -10.5% $35.14 -7.3%
300 ESGU ISHARES TR 21,912.0 $3.1M 0.02% -1K -4.9% $141.42 +15.4%
Page 15 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%