PERSONAL CFO SOLUTIONS, LLC
Position in REGN — Regeneron Pharmaceuticals, Inc.
CIK 1677501
CHESTER, NJ
Position in REGN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,055,029
-$254,595 QoQ
Shares Held
1,692
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#634
of 1,319 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in REGN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $4,413,711 across 7 Biotechnology names. REGN ranks #1 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
This page
|
1,692 | $1,055,029 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
2,120 | $1,053,067 | |
| 3 | INCY |
Incyte Corp
|
7,701 | $872,985 | |
| 4 | ABVX |
Abivax S.A.
|
3,313 | $441,490 | |
| 5 | EXEL |
Exelixis, Inc.
|
7,252 | $394,581 | |
| 6 | ASND |
Ascendis Pharma A/S
|
1,441 | $384,343 | |
| 7 | DBVT |
DBV Technologies S.A.
|
12,940 | $212,216 |
All Filings in REGN
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,055,029 | 1,692 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,309,624 | 1,695 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,429,503 | 1,852 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $950,798 | 1,691 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $921,900 | 1,756 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,159,372 | 1,828 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,319,235 | 1,852 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $589,745 | 561 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $554,943 | 528 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $490,869 | 510 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $461,980 | 526 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $485,546 | 590 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $425,375 | 592 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $499,575 | 608 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $418,464 | 580 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $500,119 | 726 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $447,485 | 757 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $525,910 | 753 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $698,461 | 1,106 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $391,551 | 647 | Shares | Defined | 2021-11-18 | |
| 2020-12-31 | $821,770 | 1,701 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $904,604 | 1,616 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $1,070,183 | 1,716 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $832,534 | 1,705 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||