Bessemer Group’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Bessemer Group’s Portfolio REGL Stock Details REGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$291K	Hold	3,175	–	–	﹤0.01%	1310
2026 Q1	$274K	Hold	3,175	–	–	﹤0.01%	1317
2025 Q4	$267K	Sell	3,175 -3,148	-50%	-$264K	﹤0.01%	1295
2025 Q3	$540K	Buy	+6,323	New	+$533K	﹤0.01%	829
2022 Q1	–	Sell	-97	Closed	-$7K	–	1938
2021 Q4	$7K	Buy	97 +10	+11%	+$717	﹤0.01%	1504
2021 Q3	$6K	Buy	+87	New	+$6.16K	﹤0.01%	1489
2019 Q2	–	Sell	-692	Closed	-$39K	–	1785
2019 Q1	$39K	Sell	692 -2,300	-77%	-$128K	﹤0.01%	1320
2018 Q4	$155K	Buy	2,992 +2,300	+332%	+$125K	﹤0.01%	1047
2018 Q3	$39K	Hold	692	–	–	﹤0.01%	1313
2018 Q2	$38K	Hold	692	–	–	﹤0.01%	1283
2018 Q1	$37K	Hold	692	–	–	﹤0.01%	1294
2017 Q4	$38K	Hold	692	–	–	﹤0.01%	1303
2017 Q3	$36K	Hold	692	–	–	﹤0.01%	1360
2017 Q2	$36K	Buy	+692	New	+$35.6K	﹤0.01%	1367

Other funds holding REGL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group's REGL Position: Q2 2026 in Review

Bessemer Group held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q2 2026 at 3,175 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Bessemer Group first reported a position in REGL in Q2 2017 and has held it in 14 quarters since. The position peaked at $540K in Q3 2025. 240 funds tracked by Wall St. Rank hold REGL as of Q2 2026.

Bessemer Group held 3,175 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $291K as of Q2 2026.
Bessemer Group left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q2 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1310 holding.
Bessemer Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q2 2017 and has held it in 14 quarters since.
Bessemer Group's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $540K in Q3 2025.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.