Position in CFR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,294,568
+$97,312 QoQ
Shares Held
8,378
-4.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#222
of 566 holders
Holding Since
Dec 2024
7 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, 2026M.E. ALLISON & CO., INC. holds $2,717,477 across 4 Banks - Regional names. CFR ranks #1 (47.6% of the industry book) .
All Filings in CFR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,294,568 | 8,378 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,197,256 | 8,734 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,105,986 | 8,734 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,107,209 | 8,734 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,122,668 | 8,734 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $809,292 | 6,464 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $848,325 | 6,319 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||