EXENCIAL WEALTH ADVISORS, LLC
Position in REGN — Regeneron Pharmaceuticals, Inc.
CIK 1576151
OKLAHOMA CITY, OK
Position in REGN
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$336,871
+$4,196 QoQ
Shares Held
436
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in REGN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $10,020,927 across 3 Biotechnology names. REGN ranks #2 (3.4% of the industry book) .
All Filings in REGN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $336,871 | 436 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $332,675 | 431 | Shares | Sole | 2026-01-30 | |
| 2020-09-30 | $465,177 | 831 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $200,191 | 321 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||