Position in DB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$214,646
-$64,303 QoQ
Shares Held
6,358
-32.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#351
of 498 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in DB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $138,574,883 across 115 Banks - Regional names. DB ranks #64 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
74,358 | $18,308,426 | |
| 2 | TFC |
Truist Financial Corp
|
253,065 | $12,607,698 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
160,994 | $11,280,849 | |
| 4 | RF |
Regions Financial Corp
|
314,859 | $9,508,741 | |
| 5 | USB |
US Bancorp De
|
115,430 | $6,971,972 | |
| 6 | FHN |
First Horizon Corp
|
240,924 | $6,177,291 | |
| 7 | FITB |
Fifth Third Bancorp
|
105,051 | $5,921,724 | |
| 8 | FBP |
First Bancorp /Pr/
|
205,731 | $5,363,407 |
All Filings in DB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,646 | 6,358 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $278,949 | 9,367 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $501,665 | 13,010 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $278,039 | 7,852 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $6,529 | 223 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,075 | 213 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,199 | 129 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,232 | 129 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,534 | 159 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,987 | 126 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $14,019 | 1,217 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||