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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 37 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 NDSN NORDSON CORP Industrials 1,110.0 $335K 0.00% -520.0 -31.9% $301.69 +10.7%
722 TER TERADYNE INC Technology 682.0 $330K 0.00% -8.0 -1.2% $483.84 -24.6%
723 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 2,929.0 $327K 0.00% -894.0 -23.4% $111.79 -5.4%
724 CLX CLOROX CO DEL Consumer Defensive 3,429.0 $327K 0.00% +29.0 +0.8% $95.44 +12.3%
725 AMERICAN COASTAL INS CORP 29,444.0 $327K 0.00% $11.10
726 EAGG ISHARES TR 6,878.0 $326K 0.00% -161.0 -2.3% $47.41 -1.5%
727 NEAR ISHARES U S ETF TR 6,400.0 $324K 0.00% $50.66 -0.2%
728 GTES GATES INDL CORP PLC Industrials 11,511.0 $322K 0.00% -6K -33.7% $27.97 -6.9%
729 PIPR PIPER SANDLER COMPANIES Financial Services 4,435.0 $321K 0.00% NEW $72.34 +3.4%
730 VONV VANGUARD SCOTTSDALE FDS 3,013.0 $320K 0.00% +651.0 +27.6% $106.31 +6.6%
731 SNOW SNOWFLAKE INC Technology 1,252.0 $319K 0.00% -3K -71.4% $254.50 +26.8%
732 COHR COHERENT CORP Technology 807.0 $318K 0.00% -127.0 -13.6% $394.47 -30.2%
733 FDL FIRST TR EXCHANGE-TRADED FD 6,527.0 $318K 0.00% $48.66 +9.9%
734 FFIV F5 INC Technology 761.0 $317K 0.00% NEW $415.96 -8.9%
735 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,749.0 $312K 0.00% -359.0 -17.0% $178.59 +4.3%
736 HLAL LISTED FDS TR 4,374.0 $312K 0.00% $71.39 +0.4%
737 ITT ITT INC Industrials 1,568.0 $310K 0.00% -849.0 -35.1% $197.76 +3.6%
738 CAVA CAVA GROUP INC Consumer Cyclical 3,939.0 $309K 0.00% $78.48 -8.3%
739 OMC OMNICOM GROUP INC Communication Services 4,240.0 $309K 0.00% -233.0 -5.2% $72.83 +22.1%
740 GLOBUS MED INC 3,880.0 $307K 0.00% -1K -24.7% $79.01
Page 37 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%