KINGSWOOD WEALTH ADVISORS, LLC
Position in REGN — Regeneron Pharmaceuticals, Inc.
CIK 1987855
SAN DIEGO, CA
Position in REGN
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$591,069
+$26,061 QoQ
Shares Held
765
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in REGN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $3,741,428 across 14 Biotechnology names. REGN ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,353 | $604,168 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
This page
|
765 | $591,069 | |
| 3 | DFTX |
Definium Therapeutics, Inc.
|
26,591 | $502,569 | |
| 4 | KRYS |
Krystal Biotech, Inc.
|
1,390 | $359,064 | |
| 5 | ROIV |
Roivant Sciences Ltd.
|
10,651 | $295,032 | |
| 6 | MLYS |
Mineralys Therapeutics, Inc.
|
9,600 | $260,064 | |
| 7 | ALT |
Altimmune, Inc.
|
76,500 | $235,620 | |
| 8 | AUPH |
Aurinia Pharmaceuticals Inc.
|
14,500 | $214,890 |
All Filings in REGN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $591,069 | 765 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $565,008 | 732 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $477,367 | 849 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $411,075 | 783 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $528,947 | 834 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $758,631 | 1,065 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,623,895 | 2,496 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,611,228 | 1,533 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,351,335 | 1,404 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,288,451 | 1,467 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $696,224 | 846 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $273,763 | 381 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||