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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 42 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 CWI SPDR INDEX SHS FDS 5,414.0 $220K 0.00% NEW $40.67 +1.5%
822 MFG MIZUHO FINANCIAL GROUP INC Financial Services 22,971.0 $220K 0.00% -16K -41.6% $9.58 +6.8%
823 UMBF UMB FINL CORP Financial Services 1,541.0 $220K 0.00% -492.0 -24.2% $142.76 +0.8%
824 MTZ MASTEC INC Industrials 521.0 $217K 0.00% NEW $416.06 -38.6%
825 CPB THE CAMPBELLS COMPANY Consumer Defensive 9,728.0 $217K 0.00% $22.27 +8.5%
826 SYF SYNCHRONY FINANCIAL Financial Services 2,830.0 $215K 0.00% NEW $76.05 +5.2%
827 ENERGY TRANSFER L P 18,635.0 $214K 0.00% NEW $11.46
828 OVV OVINTIV INC Energy 4,002.0 $211K 0.00% -2K -27.3% $52.65 +25.2%
829 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 1,635.0 $210K 0.00% NEW $128.55 +2.0%
830 VRSK VERISK ANALYTICS INC Industrials 1,156.0 $208K 0.00% -17K -93.6% $179.53 +5.6%
831 WRB BERKLEY W R CORP Financial Services 2,938.0 $207K 0.00% -163.0 -5.3% $70.53 -1.2%
832 XLB SELECT SECTOR SPDR TR 4,029.0 $205K 0.00% NEW $50.83 +5.4%
833 SPAB SPDR SERIES TRUST 8,000.0 $204K 0.00% $25.52 -1.4%
834 FN FABRINET Technology 361.0 $203K 0.00% NEW $562.08 -25.1%
835 MSTR STRATEGY INC Technology 2,329.0 $202K 0.00% NEW $86.93 +41.1%
836 AIZ ASSURANT INC Financial Services 750.0 $201K 0.00% -459.0 -38.0% $268.53 +7.2%
837 PFF ISHARES TR 6,600.0 $201K 0.00% -183.0 -2.7% $30.49 +0.1%
838 CLBT CELLEBRITE DI LTD Technology 13,000.0 $190K 0.00% +2K +18.2% $14.60 -21.3%
839 VTRS VIATRIS INC Healthcare 11,760.0 $187K 0.00% -707.0 -5.7% $15.88 +4.2%
840 METV LISTED FDS TR 10,029.0 $185K 0.00% $18.45 +8.5%
Page 42 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%