Position in CFR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$24,568
+$2,773 QoQ
Shares Held
159
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#461
of 565 holders
Holding Since
Dec 2024
7 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, 2026Darwin Wealth Management, LLC holds $108,513 across 7 Banks - Regional names. CFR ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
2,202 | $66,500 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
159 | $24,568 | |
| 3 | USB |
US Bancorp De
|
208 | $12,563 | |
| 4 | TFC |
Truist Financial Corp
|
98 | $4,882 | |
| 5 | MTB |
M&T Bank Corp
|
0 | $0 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
0 | $0 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
0 | $0 |
All Filings in CFR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,568 | 159 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $21,795 | 159 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $20,134 | 159 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $20,156 | 159 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $20,309 | 158 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,531 | 156 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $20,943 | 156 | Shares | Sole | 2025-09-02 | |
| No filing history on record for this holder in this stock. | ||||||