Position in CFR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$334,690
+$36,404 QoQ
Shares Held
2,166
-0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#350
of 566 holders
Holding Since
Mar 2020
25 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, 2026IFP Advisors, Inc holds $22,346,713 across 256 Banks - Regional names. CFR ranks #15 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
14,200 | $3,496,324 | |
| 2 | MTB |
M&T Bank Corp
|
8,298 | $1,975,006 | |
| 3 | USB |
US Bancorp \De\
|
30,443 | $1,838,757 | |
| 4 | PGC |
Peapack Gladstone Financial Corp
|
26,547 | $1,256,469 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
25,034 | $1,235,928 | |
| 6 | WSBC |
Wesbanco Inc
|
25,294 | $987,224 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
9,945 | $696,846 | |
| 8 | NU |
Nu Holdings Ltd.
|
42,950 | $573,812 |
All Filings in CFR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,690 | 2,166 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $298,286 | 2,176 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $274,533 | 2,168 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $149,620 | 1,164 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $178,785 | 1,428 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $191,709 | 1,428 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $160,519 | 1,435 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $145,839 | 1,435 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $159,624 | 1,418 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $155,357 | 1,432 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $130,612 | 1,432 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $9,032 | 84 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $11,903 | 113 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $44 | 591 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $54,739 | 414 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $42,853 | 368 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $11,072 | 80 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $10,085 | 80 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $9,489 | 80 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $8,960 | 80 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $8,700 | 80 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $6,978 | 80 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $7,354 | 115 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,976 | 80 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,965 | 89 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||