Position in SFST
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$661,793
+$85,491 QoQ
Shares Held
12,143
+8.6% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFST 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. SFST ranks #31 (0.6% 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
|
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 SFST
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $661,793 | 12,143 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $576,302 | 11,186 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $658,711 | 14,930 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $390,073 | 10,257 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $410,018 | 12,455 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $495,086 | 12,455 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $424,466 | 12,455 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $364,184 | 12,455 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $393,982 | 12,405 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $477,848 | 12,880 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $371,233 | 13,780 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $341,055 | 13,780 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $208,913 | 6,805 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $289,368 | 6,325 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $254,126 | 6,100 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $265,899 | 6,100 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||