Position in REGN
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$21,633
+$21 QoQ
Shares Held
28
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026Caldwell Trust Co holds $97,798 across 7 Biotechnology names. REGN ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRYS |
Krystal Biotech, Inc.
|
250 | $64,580 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
This page
|
28 | $21,633 | |
| 3 | MRNA |
Moderna, Inc.
|
100 | $5,080 | |
| 4 | CRSP |
CRISPR Therapeutics AG
|
100 | $4,757 | |
| 5 | BNTX |
BioNTech SE
|
10 | $888 | |
| 6 | TECX |
Tectonic Therapeutic, Inc.
|
20 | $618 | |
| 7 | GNLX |
GENELUX Corp
|
100 | $242 |
All Filings in REGN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,633 | 28 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $21,612 | 28 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $55,102 | 98 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $51,450 | 98 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $71,667 | 113 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $19,945 | 28 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $29,434 | 28 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $29,428 | 28 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $26,949 | 28 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $24,592 | 28 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $23,042 | 28 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $35,927 | 50 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $36,975 | 45 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $33,188 | 46 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $12,399 | 18 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $10,640 | 18 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $14,666 | 21 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $13,261 | 21 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $12,708 | 21 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $11,729 | 21 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $8,516 | 18 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $8,695 | 18 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $10,076 | 18 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $11,225 | 18 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||