Position in CFR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,101,472
+$280,091 QoQ
Shares Held
13,600
+2.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#189
of 566 holders
Holding Since
Jun 2022
16 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, 2026Cetera Investment Advisers holds $417,166,791 across 130 Banks - Regional names. CFR ranks #37 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
246,565 | $60,709,234 | |
| 2 | USB |
US Bancorp \De\
|
830,198 | $50,143,959 | |
| 3 | TFC |
Truist Financial Corp
|
787,177 | $39,217,158 | |
| 4 | FITB |
Fifth Third Bancorp
|
426,011 | $24,014,240 | |
| 5 | MTB |
M&T Bank Corp
|
85,035 | $20,239,180 | |
| 6 | RF |
Regions Financial Corp
|
505,213 | $15,257,432 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
832,618 | $14,762,317 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
163,364 | $11,446,915 |
All Filings in CFR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,101,472 | 13,600 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,821,381 | 13,287 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,666,197 | 13,158 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,789,105 | 14,113 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,113,670 | 8,664 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,065,952 | 8,514 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $919,075 | 6,846 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $655,723 | 5,862 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $594,738 | 5,852 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $758,946 | 6,742 | Shares | Sole | 2024-05-24 | |
| 2023-09-30 | $225,562 | 2,473 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $200,543 | 1,865 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $227,113 | 2,156 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $650,049 | 4,862 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $322,616 | 2,440 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $271,212 | 2,329 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||