Position in UNTY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$275,608
+$19,646 QoQ
Shares Held
4,696
-5.1% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 124 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in UNTY 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. UNTY ranks #60 (0.2% 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 UNTY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,608 | 4,696 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $255,962 | 4,949 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $9,871 | 202 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $12,099 | 257 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,890 | 243 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||