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Allegiance Financial Group Advisory Services’s Regeneron Pharmaceuticals REGN Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio REGN Stock Details REGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-511
Closed -$395K – 233
2026
Q1 		$395K Buy
511
+120
+31% +$91.9K 0.08% 103
2025
Q4 		$302K Buy
+391
New +$266K 0.06% 126

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State Street
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Invesco
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Allegiance Financial Group Advisory Services's REGN Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services sold out of Regeneron Pharmaceuticals (REGN) in Q2 2026, closing a stake of 511 shares — an estimated $395K sold.

Allegiance Financial Group Advisory Services first reported a position in REGN in Q4 2025 and held it in 2 quarters. The position peaked at $395K in Q1 2026. 1,340 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Allegiance Financial Group Advisory Services reported no remaining Regeneron Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 511 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $395K.
  • Allegiance Financial Group Advisory Services first reported a position in Regeneron Pharmaceuticals in Q4 2025 and held it in 2 quarters.
  • Allegiance Financial Group Advisory Services's Regeneron Pharmaceuticals position peaked at $395K in Q1 2026.
  • 1,340 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.