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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 7 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MKC MCCORMICK & CO INC Consumer Defensive 497,082.0 $25.1M 0.15% -10K -2.1% $50.42 +11.5%
122 CBRE CBRE GROUP INC Real Estate 176,371.0 $23.8M 0.14% -8K -4.3% $134.69 +12.8%
123 ASML ASML HLDG NV Technology 11,319.0 $22.5M 0.13% -513.0 -4.3% $1989.44 -12.5%
124 REGN REGENERON PHARMACEUTICALS Healthcare 34,745.0 $21.7M 0.13% +2K +6.0% $623.54 +32.9%
125 VGSH VANGUARD SCOTTSDALE FDS 364,162.0 $21.2M 0.13% -4K -1.2% $58.20 -0.1%
126 BLV VANGUARD BD INDEX FDS 295,832.0 $20.4M 0.12% +2K +0.6% $68.93 -4.0%
127 BERKSHIRE HATHAWAY INC DEL 26.0 $19.5M 0.12% $748850.00
128 INTC INTEL CORP Technology 138,950.0 $19.4M 0.12% -10K -6.9% $139.63 -37.5%
129 HYLB DBX ETF TR 519,806.0 $19.0M 0.11% +35K +7.2% $36.52 -0.4%
130 CB CHUBB LIMITED Financial Services 55,666.0 $19.0M 0.11% -4K -6.5% $340.74 +1.5%
131 PEP PEPSICO INC Consumer Defensive 139,356.0 $18.9M 0.11% -6K -4.0% $135.40 +6.8%
132 VUG VANGUARD INDEX FDS 213,002.0 $18.3M 0.11% +180K +539.3% $86.14 +0.9%
133 KKR KKR & CO INC 199,808.0 $18.3M 0.11% -6K -2.9% $91.78
134 MUB ISHARES TR 167,042.0 $18.0M 0.11% -10K -5.7% $107.62 -2.1%
135 SO SOUTHERN CO Utilities 187,671.0 $18.0M 0.11% $95.71 -5.9%
136 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 36,410.0 $17.4M 0.10% -5K -12.8% $477.57 -14.1%
137 EMR EMERSON ELEC CO Industrials 118,576.0 $17.0M 0.10% -6K -5.2% $143.15 +10.1%
138 DFAC DIMENSIONAL ETF TRUST 381,545.0 $16.9M 0.10% -3K -0.8% $44.36 +2.5%
139 DE DEERE & CO Industrials 25,305.0 $16.1M 0.10% -927.0 -3.5% $634.33 +2.3%
140 ORI OLD REP INTL CORP Financial Services 384,112.0 $15.7M 0.09% $40.92 +2.6%
Page 7 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%