Position in REGN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,722,290
+$2,854,704 QoQ
Shares Held
16,466
+28.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in REGN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Summit Financial, LLC holds $36,813,099 across 19 Biotechnology names. REGN ranks #1 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
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|
16,466 | $12,722,290 | |
| 2 | AXSM |
Axsome Therapeutics, Inc.
|
65,249 | $11,028,385 | |
| 3 | AVXL |
Anavex Life Sciences Corp.
|
940,455 | $2,887,196 | |
| 4 | TGTX |
Tg Therapeutics, Inc.
|
85,393 | $2,836,755 | |
| 5 | VKTX |
Viking Therapeutics, Inc.
|
61,169 | $1,990,439 | |
| 6 | IMRX |
Immuneering Corp
|
376,749 | $1,985,467 | |
| 7 | MDWD |
MediWound Ltd.
|
47,271 | $761,535 | |
| 8 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,429 | $638,105 |
All Filings in REGN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,722,290 | 16,466 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,867,586 | 12,784 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,164,444 | 12,742 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,625,250 | 8,810 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,720,301 | 10,596 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,502,259 | 10,532 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $13,436,949 | 12,782 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,591,119 | 8,174 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,017,514 | 7,291 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $7,033,346 | 8,008 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,232,379 | 6,358 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,914,813 | 6,840 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||