Position in CFR
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$334,886
-$70,583 QoQ
Shares Held
2,443
-23.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRUST POINT INC. holds $6,630,860 across 16 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
23,475 | $1,417,890 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,969 | $731,027 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
52,359 | $501,599 | |
| 4 | TFC |
Truist Financial Corp
|
9,751 | $485,794 | |
| 5 | AUB |
Atlantic Union Bankshares Corp
|
11,431 | $483,645 | |
| 6 | LYG |
Lloyds Banking Group plc
|
65,773 | $383,456 | |
| 7 | HWC |
Hancock Whitney Corp
|
4,816 | $359,851 | |
| 8 | UMBF |
Umb Financial Corp
|
2,191 | $312,786 |
All Filings in CFR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $334,886 | 2,443 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $405,469 | 3,202 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $413,396 | 3,261 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $374,308 | 2,912 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $513,445 | 4,101 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $575,529 | 4,287 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||