Position in CFFN
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$855
-$5,955 QoQ
Shares Held
120
-88.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFFN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ATWOOD & PALMER INC holds $63,940,048 across 12 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
838,806 | $47,283,494 | |
| 2 | CBC |
Central Bancompany, Inc.
|
282,050 | $8,568,679 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
71,288 | $4,116,882 | |
| 4 | UMBF |
Umb Financial Corp
|
9,166 | $1,308,538 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
4,546 | $1,119,316 | |
| 6 | USB |
US Bancorp \De\
|
11,798 | $712,599 | |
| 7 | RF |
Regions Financial Corp
|
18,500 | $558,700 | |
| 8 | EFSC |
Enterprise Financial Services Corp
|
2,460 | $162,064 |
All Filings in CFFN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $855 | 120 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $6,810 | 1,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,350 | 1,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,100 | 1,000 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $5,600 | 1,000 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,910 | 1,000 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,840 | 1,000 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,490 | 1,000 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,960 | 1,000 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $6,450 | 1,000 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $4,770 | 1,000 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $6,170 | 1,000 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $6,730 | 1,000 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $8,650 | 1,000 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,300 | 1,000 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $9,180 | 1,000 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $15,797 | 1,452 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $16,451 | 1,452 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $42,685 | 3,715 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $43,762 | 3,715 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $49,223 | 3,715 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $46,437 | 3,715 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $30,248 | 3,263 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $24,915 | 2,263 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $26,273 | 2,263 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||