Position in RF
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$7,701,037
-$9,931,252 QoQ
Shares Held
294,833
-54.7% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2.0055421204546304.ToString("F0")%
Shared 0.ToString("F0")%
None 97.99445787954537.ToString("F0")%
Common Shares in RF 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. RF ranks #4 (6.6% 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
This page
|
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
|
235,525 | $5,360,549 | |
| 8 | FITB |
Fifth Third Bancorp
|
97,259 | $4,518,653 |
All Filings in RF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,701,037 | 294,833 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $17,632,289 | 650,638 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,813,187 | 220,447 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,005,338 | 212,812 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,460,857 | 113,247 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,508,102 | 106,637 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,171,999 | 93,099 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,158,151 | 57,792 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,139,400 | 54,154 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $845,142 | 43,609 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $887,244 | 51,584 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,090,797 | 61,212 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,489,031 | 80,228 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,424,447 | 66,069 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,105,836 | 55,099 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $670,050 | 35,736 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $756,795 | 33,998 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $709,895 | 32,564 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $683,965 | 32,096 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $560,095 | 27,755 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $954,409 | 46,196 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $414,058 | 25,686 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $233,240 | 20,229 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $235,021 | 21,135 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $275,513 | 30,715 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||