Position in CFR
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$248,800
+$18,967 QoQ
Shares Held
1,815
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Coastline Trust Co holds $815,561 across 7 Banks - Regional names. CFR ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WASH |
Washington Trust Bancorp Inc
|
10,898 | $364,647 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
1,815 | $248,800 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
674 | $140,252 | |
| 4 | EBC |
Eastern Bankshares, Inc.
|
1,000 | $19,560 | |
| 5 | BBT |
Beacon Financial Corp
|
491 | $14,730 | |
| 6 | TFC |
Truist Financial Corp
|
300 | $13,790 | |
| 7 | USB |
US Bancorp \De\
|
265 | $13,782 |
All Filings in CFR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $248,800 | 1,815 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $229,833 | 1,815 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $230,087 | 1,815 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $233,300 | 1,815 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $227,238 | 1,815 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $243,663 | 1,815 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $203,025 | 1,815 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $204,314 | 1,815 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $390,284 | 3,705 | Shares | Defined | 2023-05-31 | |
| 2022-12-31 | $2,312,341 | 17,295 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $2,286,744 | 17,295 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $2,014,002 | 17,295 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $2,397,953 | 17,325 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $2,220,723 | 17,615 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $2,103,725 | 17,735 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $1,985,200 | 17,725 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $2,016,953 | 18,545 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $1,765,098 | 20,235 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,308,736 | 20,465 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $1,543,881 | 20,665 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $1,473,134 | 26,405 | Shares | Defined | 2020-06-10 | |
| No filing history on record for this holder in this stock. | ||||||