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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 27 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ROK ROCKWELL AUTOMATION INC Industrials 1,727.0 $855K 0.01% -308.0 -15.1% $495.08 -12.2%
522 EMBJ EMBRAER S.A. Industrials 13,333.0 $851K 0.01% -6K -30.3% $63.80 +18.2%
523 FORTINET INC 5,522.0 $848K 0.01% $153.62
524 PBR PETROLEO BRASILEIRO S A Energy 52,386.0 $847K 0.01% +4K +8.0% $16.16 +9.8%
525 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,684.0 $836K 0.01% +384.0 +29.5% $496.73 +10.8%
526 KLAC KLA CORP Technology 2,760.0 $833K 0.01% +2K +754.5% $301.71 -39.7%
527 CBSH COMMERCE BANCSHARES INC Financial Services 14,359.0 $829K 0.01% $57.75 +1.5%
528 IBMQ ISHARES TR 32,371.0 $828K 0.01% +4K +15.6% $25.58 -0.2%
529 FUSB FIRST US BANCSHARES INC Financial Services 49,766.0 $824K 0.01% -4K -6.7% $16.55 -1.1%
530 SONY SONY GROUP CORP Technology 40,794.0 $818K 0.01% -4K -8.8% $20.06 +21.1%
531 IWY ISHARES TR 2,810.0 $817K 0.01% +112.0 +4.2% $290.62 -2.1%
532 IX ORIX CORP Financial Services 21,467.0 $817K 0.01% +12K +136.4% $38.04 +4.8%
533 FBK FB FINL CORP Financial Services 14,735.0 $816K 0.01% $55.35 +4.4%
534 BDX BECTON DICKINSON & CO Healthcare 5,366.0 $812K 0.01% -2K -21.9% $151.33 +26.2%
535 AEE AMEREN CORP Utilities 7,162.0 $810K 0.01% -63.0 -0.9% $113.04 -5.1%
536 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 7,603.0 $808K 0.01% +400.0 +5.5% $106.25 +9.5%
537 WY WEYERHAEUSER CO Real Estate 33,678.0 $806K 0.01% +20K +151.8% $23.94 +1.9%
538 MPWR MONOLITHIC PWR SYS INC Technology 582.0 $805K 0.01% -625.0 -51.8% $1382.36 -6.0%
539 NTAP NETAPP INC Technology 5,140.0 $795K 0.01% $154.76 +23.5%
540 LNG CHENIERE ENERGY INC Energy 3,322.0 $794K 0.01% -866.0 -20.7% $239.01 +17.0%
Page 27 of 43  ·  856 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%