Position in CFR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$101,950,234
+$3,377,770 QoQ
Shares Held
743,728
-4.5% QoQ
Ownership
1.18%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 86.02934779907041.ToString("F0")%
Shared 0.03837024333258768.ToString("F0")%
None 13.932281957596999.ToString("F0")%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026WESTWOOD HOLDINGS GROUP INC holds $902,963,360 across 21 Banks - Regional names. CFR ranks #1 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
743,728 | $101,950,234 | |
| 2 | SSB |
SouthState Bank Corp
|
1,013,170 | $93,738,488 | |
| 3 | FBNC |
First Bancorp /Nc/
|
1,285,239 | $72,423,217 | |
| 4 | NIC |
Nicolet Bankshares Inc
|
486,751 | $72,340,933 | |
| 5 | RNST |
Renasant Corp
|
1,978,547 | $71,484,903 | |
| 6 | AUB |
Atlantic Union Bankshares Corp
|
1,994,507 | $71,283,680 | |
| 7 | CHCO |
City Holding Co
|
575,096 | $68,735,473 | |
| 8 | SBCF |
Seacoast Banking Corp Of Florida
|
2,267,167 | $68,672,488 |
All Filings in CFR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,950,234 | 743,728 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $98,572,464 | 778,429 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $126,313,754 | 996,401 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $56,543,846 | 439,893 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $54,204,964 | 432,947 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $60,059,019 | 447,367 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $55,697,107 | 497,918 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $44,555,303 | 438,407 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $48,727,725 | 432,866 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $40,345,152 | 371,879 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $32,461,456 | 355,898 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $25,920,321 | 241,052 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $12,976,518 | 123,187 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,510,135 | 116,007 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,953,308 | 105,531 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||