Position in ATLO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$565,190
+$91,893 QoQ
Shares Held
20,028
-2.8% QoQ
Ownership
0.226%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATLO Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $116,630,911 across 115 Banks - Regional names. ATLO ranks #38 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
61,411 | $12,779,014 | |
| 2 | TFC |
Truist Financial Corp
|
227,070 | $10,438,407 | |
| 3 | SFBS |
ServisFirst Bancshares, Inc.
|
120,700 | $8,790,581 | |
| 4 | RF |
Regions Financial Corp
|
294,833 | $7,701,037 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
112,088 | $6,721,917 | |
| 6 | USB |
US Bancorp \De\
|
124,802 | $6,490,952 | |
| 7 | FHN |
First Horizon Corp
|
235,525 | $5,360,549 | |
| 8 | FITB |
Fifth Third Bancorp
|
97,259 | $4,518,653 |
All Filings in ATLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $565,190 | 20,028 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $473,297 | 20,614 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $416,532 | 20,600 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $366,690 | 20,589 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||