Position in CFR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$276,436
+$30,378 QoQ
Shares Held
1,789
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#378
of 566 holders
Holding Since
Jun 2020
19 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, 2026Prospera Financial Services Inc holds $30,295,865 across 24 Banks - Regional names. CFR ranks #22 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
50,411 | $12,412,196 | |
| 2 | USB |
US Bancorp \De\
|
71,690 | $4,330,076 | |
| 3 | TFC |
Truist Financial Corp
|
30,475 | $1,518,264 | |
| 4 | FITB |
Fifth Third Bancorp
|
25,784 | $1,453,444 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
42,293 | $1,427,811 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
108,831 | $1,042,600 | |
| 7 | RF |
Regions Financial Corp
|
33,271 | $1,004,784 | |
| 8 | EWBC |
East West Bancorp Inc
|
5,344 | $689,856 |
All Filings in CFR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,436 | 1,789 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $246,058 | 1,795 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $226,541 | 1,789 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $226,791 | 1,789 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $229,958 | 1,789 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $223,982 | 1,789 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $240,173 | 1,789 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $200,117 | 1,789 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $202,063 | 1,795 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $239,189 | 1,789 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $212,987 | 1,829 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $311,837 | 2,253 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $408,718 | 3,242 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $390,378 | 3,291 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $364,672 | 3,256 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $361,300 | 3,322 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $284,718 | 3,264 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $212,633 | 3,325 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $261,186 | 3,496 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||