Position in CFR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$469,430
+$57,506 QoQ
Shares Held
3,038
+1.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#315
of 566 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $386,338,670 across 79 Banks - Regional names. CFR ranks #58 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYBT |
Stock Yards Bancorp, Inc.
|
324,529 | $24,816,732 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
1,331,201 | $23,602,193 | |
| 3 | WTFC |
Wintrust Financial Corp
|
131,834 | $21,188,359 | |
| 4 | TCBK |
Trico Bancshares /
|
373,947 | $20,137,045 | |
| 5 | SBCF |
Seacoast Banking Corp Of Florida
|
598,048 | $19,885,095 | |
| 6 | VBNK |
VersaBank
|
680,000 | $15,782,800 | |
| 7 | EQBK |
Equity Bancshares Inc
|
305,000 | $14,941,950 | |
| 8 | FRST |
Primis Financial Corp.
|
801,797 | $13,125,416 |
All Filings in CFR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,430 | 3,038 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $411,924 | 3,005 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $370,392 | 2,925 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $371,942 | 2,934 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $374,179 | 2,911 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $325,269 | 2,598 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $227,053 | 2,017 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $224,357 | 2,068 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $215,060 | 2,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $210,680 | 2,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $267,400 | 2,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $264,440 | 2,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $232,900 | 2,000 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $276,820 | 2,000 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $252,140 | 2,000 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $237,240 | 2,000 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $504,000 | 4,500 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $489,420 | 4,500 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $392,535 | 4,500 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $287,775 | 4,500 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $336,195 | 4,500 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,626,557 | 29,155 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||