Position in CFR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$921,710
+$109,786 QoQ
Shares Held
5,965
+0.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#257
of 566 holders
Holding Since
Sep 2021
19 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 Jun 30, 2026BENJAMIN EDWARDS INC holds $66,885,207 across 30 Banks - Regional names. CFR ranks #12 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
592,102 | $17,881,479 | |
| 2 | USB |
US Bancorp \De\
|
190,991 | $11,535,856 | |
| 3 | TFC |
Truist Financial Corp
|
188,800 | $9,406,015 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
30,363 | $7,475,977 | |
| 5 | MTB |
M&T Bank Corp
|
8,234 | $1,959,774 | |
| 6 | EWBC |
East West Bancorp Inc
|
12,212 | $1,576,447 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
697 | $1,450,310 | |
| 8 | FITB |
Fifth Third Bancorp
|
24,200 | $1,364,153 |
All Filings in CFR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,710 | 5,965 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $811,924 | 5,923 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $676,963 | 5,346 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $675,049 | 5,325 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $574,701 | 4,471 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $539,111 | 4,306 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $514,714 | 3,834 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $516,904 | 4,621 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $185,169 | 1,822 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $198,348 | 1,762 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $193,546 | 1,784 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $140,828 | 1,544 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $170,972 | 1,590 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $95,328 | 713 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $107,098 | 810 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $91,180 | 783 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $106,852 | 772 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $97,326 | 772 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $32,501 | 274 | Shares | Defined | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||