Kingdom Financial Group
REG icon

Kingdom Financial Group’s Regency Centers REG Stock Holding History

Kingdom Financial Group’s Portfolio REG Stock Details REG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$503K Sell
6,991
-674
-9% -$52.1K 0.13% 82
2026
Q2 		$611K Sell
7,665
-449
-6% -$35.3K 0.16% 66
2026
Q1 		$614K Sell
8,114
-4
-0% -$298 0.18% 66
2025
Q4 		$560K Buy
+8,118
New +$569K 0.17% 67

Other funds holding REG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Kingdom Financial Group's REG Position: Q3 2026 in Review

Kingdom Financial Group reduced its Regency Centers (REG) stake by 8.8% in Q3 2026, selling an estimated $52.1K and leaving 6,991 shares worth $503K. The position accounts for 0.13% of the portfolio, ranked #82.

Kingdom Financial Group first reported a position in REG in Q4 2025 and has held it in 4 quarters since. The position peaked at $614K in Q1 2026. 424 funds tracked by Wall St. Rank hold REG as of Q3 2026.

  • Kingdom Financial Group held 6,991 shares of Regency Centers worth $503K as of Q3 2026.
  • Kingdom Financial Group sold 674 Regency Centers shares in Q3 2026, an estimated $52.1K.
  • Regency Centers made up 0.13% of Kingdom Financial Group's portfolio in Q3 2026, its #82 holding.
  • Kingdom Financial Group first reported a position in Regency Centers in Q4 2025 and has held it in 4 quarters since.
  • Kingdom Financial Group's Regency Centers position peaked at $614K in Q1 2026.
  • 424 funds tracked by Wall St. Rank held Regency Centers as of Q3 2026.

Based on Kingdom Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.