Position in FHN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,177,291
+$816,742 QoQ
Shares Held
240,924
+2.3% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#129
of 671 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FHN 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. FHN ranks #7 (4.1% 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
This page
|
240,924 | $6,177,291 | |
| 8 | FITB |
Fifth Third Bancorp
|
105,051 | $5,921,724 |
All Filings in FHN
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,177,291 | 240,924 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||