Position in CFR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,061,552
+$106,516 QoQ
Shares Held
6,870
-1.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#244
of 566 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sigma Planning Corp holds $7,413,579 across 13 Banks - Regional names. CFR ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
73,282 | $1,299,289 | |
| 2 | FITB |
Fifth Third Bancorp
|
22,560 | $1,271,707 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
6,870 | $1,061,552 | |
| 4 | TFC |
Truist Financial Corp
|
13,837 | $689,359 | |
| 5 | BMA |
Macro Bank Inc.
|
6,479 | $599,890 | |
| 6 | MTB |
M&T Bank Corp
|
2,220 | $528,382 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
1,834 | $451,567 | |
| 8 | OZK |
Bank OZK
|
7,671 | $399,582 |
All Filings in CFR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,061,552 | 6,870 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $955,036 | 6,967 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $901,352 | 7,118 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $898,672 | 7,089 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $904,278 | 7,035 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $886,040 | 7,077 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $943,374 | 7,027 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $780,670 | 6,979 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $703,177 | 6,919 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $771,779 | 6,856 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $816,278 | 7,524 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $902,340 | 9,893 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $739,161 | 6,874 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $733,587 | 6,964 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,007,162 | 7,533 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,004,872 | 7,600 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $880,129 | 7,558 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,039,874 | 7,513 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $942,625 | 7,477 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $884,667 | 7,458 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $876,736 | 7,828 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $837,669 | 7,702 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $643,234 | 7,374 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $534,877 | 8,364 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $814,264 | 10,899 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $612,853 | 10,985 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||