Roxbury Financial LLC REGN β€” REGENERON PHARMACEUTICALS COM

Ownership history in Roxbury Financial LLC  Β·  5 quarters on record

AI Ownership Summary

Roxbury Financial LLC reported REGENERON PHARMACEUTICALS COM (REGN) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows REGN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this REGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Roxbury Financial LLC's position in REGENERON PHARMACEUTICALS COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

REGN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Roxbury Financial LLC held REGN β€” position size vs. price
% of Fund (quarterly)    REGN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 9 β€” 0% 0.00% $6K 2026-07-01 $624.72
2026 Q1 UNCHANGED β€” β€” β€” 9 β€” 0% 0.01% $7K 2026-04-17 $749.45
2025 Q4 UNCHANGED β€” β€” β€” 9 β€” 0% 0.01% $7K 2026-01-05 $761.18
2025 Q3 UNCHANGED β€” β€” β€” 9 β€” 0% 0.00% $5K 2025-10-01 $597.58
2025 Q2 INITIATED β€” β€” β€” 9 β€” β€” 0.00% $5K 2025-07-07 $535.18

🏒 Other funds also holding REGN

As of 2026 Q2 β€” sorted by position size

EASTERN BANK 3Y 7Y 0.0%

FAQ About Roxbury Financial LLC and REGN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Roxbury Financial LLC reported owning REGN?

Roxbury Financial LLC reported REGN across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported REGN position in Roxbury Financial LLC's portfolio?

The largest reported portfolio weight for REGN was 0.01% in 2026 Q1.

What is the latest reported REGN position on this page?

The most recent filing on this page is 2026 Q2, when Roxbury Financial LLC reported 9 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this REGN ownership page compare?

The chart compares Roxbury Financial LLC's quarterly REGN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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