Position in CFR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,015,368
+$1,173,434 QoQ
Shares Held
64,816
+0.5% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#87
of 566 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. CFR ranks #18 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp \De\
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in CFR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,015,368 | 64,816 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,841,934 | 64,502 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,944,006 | 62,734 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,452,554 | 58,788 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,108,560 | 63,082 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,886,974 | 62,995 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,972,330 | 66,833 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,911,774 | 79,669 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,968,706 | 78,409 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,931,231 | 70,456 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,859,219 | 54,007 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,074,259 | 44,669 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,329,939 | 49,567 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,531,418 | 33,524 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,672,146 | 34,945 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,574,018 | 34,594 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,454,372 | 29,664 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,124,467 | 22,574 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,958,232 | 23,465 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,728,853 | 23,005 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,720,208 | 15,359 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,681,538 | 15,461 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,359,043 | 15,580 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $655,871 | 10,256 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $759,352 | 10,164 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $607,385 | 10,887 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||