Position in CFFN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$175,067
+$44,435 QoQ
Shares Held
20,572
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#133
of 244 holders
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFFN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Advantage Trust Co holds $455,370 across 4 Banks - Regional names. CFFN ranks #2 (38.4% of the industry book) .
All Filings in CFFN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,067 | 20,572 | Shares | Sole | 2026-07-17 | |
| 2025-09-30 | $130,632 | 20,572 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $125,489 | 20,572 | Shares | Sole | 2025-07-30 | |
| 2023-12-31 | $2,102 | 326 | Shares | Other | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||