Position in KB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,845,721
+$241,664 QoQ
Shares Held
17,585
+9.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#110
of 362 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $151,801,135 across 115 Banks - Regional names. KB ranks #17 (1.2% 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 KB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,845,721 | 17,585 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,604,057 | 16,084 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,607,657 | 18,685 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,651,152 | 19,915 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,003,798 | 12,154 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $652,783 | 12,064 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $727,580 | 12,787 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $625,959 | 10,137 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $332,527 | 5,874 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $19,734 | 379 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,142 | 221 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $695 | 18 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||