Position in TFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,607,698
+$2,169,291 QoQ
Shares Held
253,065
+11.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#247
of 1,681 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in TFC 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. TFC ranks #3 (8.3% 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
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|
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 TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,607,698 | 253,065 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,438,407 | 227,070 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $11,401,464 | 231,690 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $10,036,454 | 219,520 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $6,975,385 | 162,256 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,848,086 | 190,719 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,944,617 | 160,088 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,742,476 | 157,645 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,751,859 | 148,053 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $5,753,798 | 147,609 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,382,951 | 172,886 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,957,192 | 138,315 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,190,697 | 138,079 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,211,349 | 182,151 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,444,284 | 126,523 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,173,178 | 95,847 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,497,407 | 94,822 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,937,832 | 87,087 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,356,646 | 74,409 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $3,383,753 | 57,694 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,064,654 | 55,219 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,970,749 | 33,792 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,480,509 | 30,889 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $917,918 | 24,124 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,141,820 | 30,408 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,018,922 | 33,039 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||