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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 6 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NFLX NETFLIX INC. Communication Services 505,761.0 $36.1M 0.22% -4K -0.8% $71.40 +12.1%
102 PG PROCTER & GAMBLE CO Consumer Defensive 243,098.0 $35.6M 0.21% -12K -4.6% $146.64 -0.0%
103 MDLZ MONDELEZ INTL INC Consumer Defensive 604,442.0 $35.0M 0.21% -37K -5.8% $57.84 +11.9%
104 VYM VANGUARD WHITEHALL FDS 219,439.0 $34.7M 0.21% +5K +2.1% $158.03 +4.5%
105 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 100,875.0 $33.3M 0.20% +66K +185.2% $330.46 -0.1%
106 CSCO CISCO SYS INC Technology 278,720.0 $32.7M 0.20% -3K -1.0% $117.46 -6.2%
107 IWR ISHARES TR 286,968.0 $31.7M 0.19% -30K -9.4% $110.32 +2.4%
108 TPR TAPESTRY INC Consumer Cyclical 213,836.0 $31.3M 0.19% +3K +1.6% $146.38 -9.7%
109 UNP UNION PAC CORP Industrials 111,221.0 $30.3M 0.18% -6K -4.7% $272.00 +13.9%
110 TMO THERMO FISHER SCIENTIFIC INC Healthcare 55,998.0 $28.1M 0.17% -3K -4.5% $501.36 +25.4%
111 HAS HASBRO INC Consumer Cyclical 338,770.0 $28.0M 0.17% -6K -1.9% $82.59 +15.5%
112 WDC WESTERN DIGITAL CORP Technology 43,640.0 $27.9M 0.17% NEW $638.72 -31.8%
113 AGG ISHARES TR 279,831.0 $27.7M 0.17% +7K +2.7% $98.98 -1.4%
114 KDP KEURIG DR PEPPER INC Consumer Defensive 838,633.0 $27.4M 0.16% -19K -2.2% $32.73 -0.7%
115 SOUTHSTATE BK CORP 271,457.0 $27.1M 0.16% $99.90
116 HYD VANECK ETF TRUST 523,605.0 $27.0M 0.16% -10K -1.9% $51.51 -2.4%
117 IDV ISHARES TR 650,724.0 $27.0M 0.16% +20K +3.1% $41.43 +8.7%
118 QCOM QUALCOMM INC Technology 142,687.0 $26.4M 0.16% -10K -6.7% $184.79 -14.2%
119 CMCSA COMCAST CORP NEW Communication Services 1,044,502.0 $25.6M 0.15% -501K -32.4% $24.55 +10.1%
120 DGRO ISHARES TR 332,548.0 $25.2M 0.15% -4K -1.1% $75.79 +5.5%
Page 6 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%