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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Summit Financial's REGN Position: Q1 2026 in Review

Summit Financial increased its Regeneron Pharmaceuticals (REGN) stake by 29% in Q1 2026, buying an estimated $2.82M and bringing the position to 16,466 shares worth $12.7M. The position accounts for 0.16% of the portfolio, ranked #118.

Summit Financial first reported a position in REGN in Q2 2023 and has held it in 12 quarters since. The position peaked at $13.4M in Q3 2024. 1,393 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

  • Summit Financial held 16,466 shares of Regeneron Pharmaceuticals worth $12.7M as of Q1 2026.
  • Summit Financial bought 3,682 Regeneron Pharmaceuticals shares in Q1 2026, an estimated $2.82M.
  • Regeneron Pharmaceuticals made up 0.16% of Summit Financial's portfolio in Q1 2026, its #118 holding.
  • Summit Financial first reported a position in Regeneron Pharmaceuticals in Q2 2023 and has held it in 12 quarters since.
  • Summit Financial's Regeneron Pharmaceuticals position peaked at $13.4M in Q3 2024.
  • 1,393 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.