Position in CFR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$647,438
+$101,449 QoQ
Shares Held
4,190
+5.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#290
of 566 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $151,801,135 across 115 Banks - Regional names. CFR ranks #37 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
74,358 | $18,308,426 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
304,928 | $13,226,252 | |
| 3 | TFC |
Truist Financial Corp
|
253,065 | $12,607,698 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
160,994 | $11,280,849 | |
| 5 | RF |
Regions Financial Corp
|
314,859 | $9,508,741 | |
| 6 | USB |
US Bancorp \De\
|
115,430 | $6,971,972 | |
| 7 | FHN |
First Horizon Corp
|
240,924 | $6,177,291 | |
| 8 | FITB |
Fifth Third Bancorp
|
105,051 | $5,921,724 |
All Filings in CFR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,438 | 4,190 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $545,989 | 3,983 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $497,402 | 3,928 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $324,784 | 2,562 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $333,432 | 2,594 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $351,937 | 2,811 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $375,497 | 2,797 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $39,598 | 354 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $42,176 | 415 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $53,808 | 478 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $65,636 | 605 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $60,107 | 659 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $76,023 | 707 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $276,412 | 2,624 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $34,678 | 2,630 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $329,624 | 2,493 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $294,036 | 2,525 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $310,258 | 2,461 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $277,926 | 2,343 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $261,408 | 2,334 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||