Position in CFR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$285,707
+$13,878 QoQ
Shares Held
1,849
-6.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#372
of 566 holders
Holding Since
Dec 2022
11 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, 2026PERSONAL CFO SOLUTIONS, LLC holds $7,237,153 across 16 Banks - Regional names. CFR ranks #11 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
18,012 | $1,087,924 | |
| 2 | IBN |
Icici Bank Ltd
|
32,192 | $934,533 | |
| 3 | LYG |
Lloyds Banking Group plc
|
120,012 | $699,669 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,627 | $646,819 | |
| 5 | NU |
Nu Holdings Ltd.
|
45,123 | $602,843 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
252 | $524,359 | |
| 7 | LOB |
Live Oak Bancshares, Inc.
|
8,368 | $341,749 | |
| 8 | FHN |
First Horizon Corp
|
12,749 | $326,884 |
All Filings in CFR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,707 | 1,849 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $271,829 | 1,983 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $246,295 | 1,945 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $250,117 | 1,973 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $261,578 | 2,035 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $264,798 | 2,115 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $280,716 | 2,091 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $202,242 | 1,808 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $222,663 | 1,978 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $210,470 | 1,940 | Shares | Defined | 2024-02-13 | |
| 2022-12-31 | $213,251 | 1,595 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||