Position in CFR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,480,147
+$115,927 QoQ
Shares Held
9,579
-3.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#206
of 566 holders
Holding Since
Sep 2021
20 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, 2026Atria Investments, Inc holds $97,803,776 across 62 Banks - Regional names. CFR ranks #17 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
65,354 | $16,091,461 | |
| 2 | USB |
US Bancorp \De\
|
193,924 | $11,713,009 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
65,020 | $6,559,217 | |
| 4 | TFC |
Truist Financial Corp
|
97,766 | $4,870,702 | |
| 5 | FITB |
Fifth Third Bancorp
|
64,043 | $3,610,103 | |
| 6 | RF |
Regions Financial Corp
|
102,153 | $3,085,020 | |
| 7 | UMBF |
Umb Financial Corp
|
16,041 | $2,290,013 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
31,425 | $2,201,949 |
All Filings in CFR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,480,147 | 9,579 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,364,220 | 9,952 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,212,735 | 9,577 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,642,939 | 12,960 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,490,549 | 11,596 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,959,880 | 15,654 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,715,072 | 20,224 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,908,779 | 17,064 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,648,845 | 16,224 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,882,057 | 16,719 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,542,185 | 14,215 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,015,714 | 11,136 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,329,931 | 12,368 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,303,477 | 12,374 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,978,225 | 14,796 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,894,844 | 14,331 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,571,609 | 13,496 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,536,351 | 11,100 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,268,138 | 10,059 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,152,511 | 9,716 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||