Position in HWC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,595,944
+$482,929 QoQ
Shares Held
21,359
+22.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#142
of 393 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HWC 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. HWC ranks #20 (1.1% 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
|
240,924 | $6,177,291 | |
| 8 | FITB |
Fifth Third Bancorp
|
105,051 | $5,921,724 |
All Filings in HWC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,595,944 | 21,359 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,113,015 | 17,503 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,258,571 | 19,764 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $697,600 | 11,142 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $215,537 | 3,755 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $196,949 | 3,755 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $167,169 | 3,055 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $156,324 | 3,055 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $146,120 | 3,055 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $140,652 | 3,055 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $148,442 | 3,055 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $145,814 | 3,942 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $62,252 | 1,622 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $59,040 | 1,622 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $120,297 | 2,486 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||