Position in FBP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,363,407
+$2,285,282 QoQ
Shares Held
205,731
+42.8% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#62
of 308 holders
Holding Since
Sep 2020
11 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in FBP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $151,872,239 across 115 Banks - Regional names. FBP ranks #9 (3.5% 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 FBP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,363,407 | 205,731 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,078,125 | 144,107 | Shares | Sole | 2026-06-03 | |
| 2022-12-31 | $1,068 | 84 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $512,527 | 39,700 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $520,864 | 39,700 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $579,035 | 42,020 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,003,213 | 76,290 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,064,336 | 89,290 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $962,167 | 85,450 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $476,674 | 51,700 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $252,648 | 48,400 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||