Position in FHN
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$5,360,549
-$314,577 QoQ
Shares Held
235,525
-0.8% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0.5528075575841206.ToString("F0")%
Shared 0.ToString("F0")%
None 99.44719244241588.ToString("F0")%
Common Shares in FHN 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. FHN ranks #7 (4.6% 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
This page
|
235,525 | $5,360,549 | |
| 8 | FITB |
Fifth Third Bancorp
|
97,259 | $4,518,653 |
All Filings in FHN
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,360,549 | 235,525 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $5,675,126 | 237,453 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,272,719 | 233,203 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,005,086 | 236,089 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,603,064 | 237,027 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,113,534 | 204,247 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,952,012 | 254,476 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,509,596 | 349,372 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $3,410,776 | 221,479 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,254,123 | 229,811 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,411,539 | 218,833 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,374,442 | 210,687 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,534,877 | 198,812 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,929,367 | 119,566 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,491,957 | 65,151 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,475,637 | 67,504 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,340,950 | 57,086 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,274,360 | 78,038 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,736,203 | 106,581 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,836,967 | 106,306 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $709,492 | 41,957 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $533,738 | 41,829 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $393,768 | 41,757 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||