Position in ISTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$101,893
+$9,285 QoQ
Shares Held
3,401
+0.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 121 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ISTR 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. ISTR ranks #74 (0.1% 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 ISTR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,893 | 3,401 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $92,608 | 3,396 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $90,607 | 3,391 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $78,589 | 3,386 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $65,301 | 3,380 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $59,398 | 3,373 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $73,939 | 3,367 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $65,203 | 3,361 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $51,667 | 3,355 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $42,437 | 2,594 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $38,572 | 2,587 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $27,279 | 2,576 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $31,098 | 2,568 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $35,737 | 2,560 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $30,766 | 1,429 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||