Position in CFR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$36,996,658
+$9,101,462 QoQ
Shares Held
269,891
+22.5% QoQ
Ownership
0.430%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,194,070,161 across 117 Banks - Regional names. CFR ranks #14 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,013,155 | $418,917,423 | |
| 2 | USB |
US Bancorp De
|
6,493,521 | $337,728,027 | |
| 3 | TFC |
Truist Financial Corp
|
3,923,187 | $180,348,906 | |
| 4 | FITB |
Fifth Third Bancorp
|
1,992,673 | $92,579,587 | |
| 5 | IBN |
Icici Bank Ltd
|
2,842,563 | $73,622,381 | |
| 6 | MTB |
M&T Bank Corp
|
307,675 | $63,602,576 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,213,007 | $61,431,425 | |
| 8 | WTFC |
Wintrust Financial Corp
|
422,862 | $58,752,446 |
All Filings in CFR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,996,658 | 269,891 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $27,895,196 | 220,289 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $35,003,352 | 276,117 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $32,820,632 | 255,334 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $32,961,654 | 263,272 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $35,934,697 | 267,670 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $24,312,323 | 217,346 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $18,631,319 | 183,325 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $20,816,444 | 184,920 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $13,722,357 | 126,485 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,293,439 | 123,818 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,352,128 | 96,272 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,355,772 | 88,815 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $15,415,075 | 115,296 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $14,473,991 | 109,469 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,231,718 | 96,451 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $11,822,290 | 85,415 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $9,916,414 | 78,658 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $8,067,108 | 68,008 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $6,450,304 | 57,592 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,523,376 | 50,785 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,377,545 | 38,720 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,519,630 | 39,400 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,848,916 | 38,133 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,941,770 | 34,805 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||