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

Patten 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
Q1 		$376K Buy
4,356
+259
+6% +$23K 0.07% 234
2025
Q4 		$345K Sell
4,097
-697
-15% -$58.5K 0.06% 246
2025
Q3 		$409K Sell
4,794
-312
-6% -$26.3K 0.08% 209
2025
Q2 		$416K Sell
5,106
-315
-6% -$25.1K 0.09% 198
2025
Q1 		$437K Sell
5,421
-524
-9% -$42.7K 0.1% 186
2024
Q4 		$480K Buy
5,945
+555
+10% +$46.3K 0.11% 183
2024
Q3 		$441K Buy
5,390
+699
+15% +$54.9K 0.1% 187
2024
Q2 		$345K Sell
4,691
-154
-3% -$11.6K 0.08% 206
2024
Q1 		$381K Buy
4,845
+612
+14% +$45.2K 0.09% 193
2023
Q4 		$311K Buy
4,233
+200
+5% +$13.7K 0.08% 195
2023
Q3 		$269K Hold
4,033
– – 0.08% 209
2023
Q2 		$283K Sell
4,033
-128
-3% -$8.89K 0.04% 205
2023
Q1 		$294K Buy
4,161
+127
+3% +$9.24K 0.09% 204
2022
Q4 		$289K Buy
4,034
+6
+0.1% +$425 0.09% 202
2022
Q3 		$264K Sell
4,028
-158
-4% -$11.1K 0.09% 207
2022
Q2 		$287K Hold
4,186
– – 0.09% 200
2022
Q1 		$303K Buy
4,186
+72
+2% +$5.14K 0.09% 206
2021
Q4 		$303K Buy
+4,114
New +$295K 0.08% 215
2019
Q1 		– Sell
-90
Closed -$5K – 446
2018
Q4 		$5K Buy
+90
New +$4.91K ﹤0.01% 483

Other funds holding REGL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patten Group's REGL Position: Q1 2026 in Review

Patten Group increased its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) stake by 6.3% in Q1 2026, buying an estimated $23K and bringing the position to 4,356 shares worth $376K. The position accounts for 0.07% of the portfolio, ranked #234.

Patten Group first reported a position in REGL in Q4 2018 and has held it in 19 quarters since. The position peaked at $480K in Q4 2024. 240 funds tracked by Wall St. Rank hold REGL as of Q1 2026.

  • Patten Group held 4,356 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $376K as of Q1 2026.
  • Patten Group bought 259 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q1 2026, an estimated $23K.
  • ProShares S&P MidCap 400 Dividend Aristocrats ETF made up 0.07% of Patten Group's portfolio in Q1 2026, its #234 holding.
  • Patten Group first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2018 and has held it in 19 quarters since.
  • Patten Group's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $480K in Q4 2024.
  • 240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.