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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 5 of 43  ·  860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ETN EATON CORP PLC Industrials 119,597.0 $42.8M 0.28% -109K -47.6% $357.67 +17.9%
82 RF REGIONS FINANCIAL CORP NEW Financial Services 1,626,082.0 $42.5M 0.28% -180K -10.0% $26.12 +9.6%
83 VMC VULCAN MATLS CO Basic Materials 155,533.0 $42.4M 0.28% $272.30 +8.3%
84 LNT ALLIANT ENERGY CORP Utilities 581,906.0 $41.8M 0.27% -7K -1.1% $71.76 +1.7%
85 QQQ INVESCO QQQ TR Financial Services 71,662.0 $41.4M 0.27% +5K +6.9% $577.18 +28.3%
86 TEL TE CONNECTIVITY PLC Technology 193,847.0 $40.5M 0.26% -2K -1.0% $209.02 +4.1%
87 SPGI S&P GLOBAL INC Financial Services 95,018.0 $40.4M 0.26% -4K -3.9% $425.34 -3.4%
88 V VISA INC Financial Services 133,703.0 $40.4M 0.26% -3K -1.9% $302.24 +8.3%
89 ALL ALLSTATE CORP Financial Services 192,187.0 $39.8M 0.26% -9K -4.3% $207.34 +6.7%
90 CSX CSX CORP Industrials 935,684.0 $38.4M 0.25% +125K +15.5% $41.05 +11.2%
91 AXP AMERICAN EXPRESS CO Financial Services 125,573.0 $38.0M 0.25% -1K -1.0% $302.48 +11.8%
92 IWD ISHARES TR 176,389.0 $37.7M 0.24% -2K -1.3% $213.67 +13.3%
93 AEP AMERICAN ELEC PWR CO INC Utilities 287,278.0 $37.7M 0.24% $131.08 -2.6%
94 MDLZ MONDELEZ INTL INC Consumer Defensive 641,451.0 $37.0M 0.24% -312K -32.7% $57.64 +4.3%
95 PG PROCTER & GAMBLE CO Consumer Defensive 254,763.0 $36.8M 0.24% -15K -5.6% $144.44 +4.1%
96 BERKSHIRE HATHAWAY INC DEL 76,296.0 $36.6M 0.24% -10K -11.2% $479.20
97 BA BOEING CO Industrials 182,011.0 $36.2M 0.23% +157K +626.6% $199.03 +11.9%
98 NSC NORFOLK SOUTHN CORP Industrials 124,832.0 $35.8M 0.23% -2K -1.5% $287.00 +4.6%
99 PGR PROGRESSIVE CORP Financial Services 175,093.0 $34.7M 0.23% -6K -3.4% $198.24 +3.3%
100 SYY SYSCO CORP Consumer Defensive 468,049.0 $33.4M 0.22% -22K -4.5% $71.33 +10.3%
Page 5 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%