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Summit Financial’s Regeneron Pharmaceuticals REGN Stock Holding History

Summit Financial’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 		$10.7M Buy
17,095
+629
+4% +$428K 0.12% 168
2026
Q1 		$12.7M Buy
16,466
+3,682
+29% +$2.82M 0.16% 118
2025
Q4 		$9.87M Buy
12,784
+42
+0.3% +$28.5K 0.15% 132
2025
Q3 		$7.16M Buy
12,742
+3,932
+45% +$2.22M 0.11% 178
2025
Q2 		$4.63M Sell
8,810
-1,786
-17% -$997K 0.1% 169
2025
Q1 		$6.72M Buy
10,596
+64
+0.6% +$44K 0.19% 106
2024
Q4 		$7.5M Sell
10,532
-2,250
-18% -$1.89M 0.26% 70
2024
Q3 		$13.4M Buy
12,782
+4,608
+56% +$5.13M 0.53% 32
2024
Q2 		$8.59M Buy
8,174
+883
+12% +$856K 0.39% 43
2024
Q1 		$7.02M Sell
7,291
-717
-9% -$682K 0.42% 31
2023
Q4 		$7.03M Buy
8,008
+1,650
+26% +$1.36M 0.46% 29
2023
Q3 		$5.23M Sell
6,358
-482
-7% -$379K 0.39% 37
2023
Q2 		$4.91M Buy
+6,840
New +$5.27M 0.36% 39

Other funds holding REGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Summit Financial's REGN Position: Q2 2026 in Review

Summit Financial increased its Regeneron Pharmaceuticals (REGN) stake by 3.8% in Q2 2026, buying an estimated $428K and bringing the position to 17,095 shares worth $10.7M. The position accounts for 0.12% of the portfolio, ranked #168.

Summit Financial first reported a position in REGN in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.4M in Q3 2024. 1,336 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Summit Financial held 17,095 shares of Regeneron Pharmaceuticals worth $10.7M as of Q2 2026.
  • Summit Financial bought 629 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $428K.
  • Regeneron Pharmaceuticals made up 0.12% of Summit Financial's portfolio in Q2 2026, its #168 holding.
  • Summit Financial first reported a position in Regeneron Pharmaceuticals in Q2 2023 and has held it in 13 quarters since.
  • Summit Financial's Regeneron Pharmaceuticals position peaked at $13.4M in Q3 2024.
  • 1,336 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.