Position in CFR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$363,276
+$50,871 QoQ
Shares Held
2,351
+3.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#340
of 566 holders
Holding Since
Jun 2023
4 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $113,537,310 across 67 Banks - Regional names. CFR ranks #50 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
165,556 | $9,999,582 | |
| 2 | BPOP |
Popular, Inc.
|
59,321 | $9,739,321 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
33,745 | $8,308,693 | |
| 4 | NWG |
NatWest Group plc
|
435,479 | $7,677,494 | |
| 5 | LYG |
Lloyds Banking Group plc
|
1,095,240 | $6,385,249 | |
| 6 | KB |
KB Financial Group Inc.
|
55,107 | $5,784,030 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
164,407 | $5,550,380 | |
| 8 | SHG |
Shinhan Financial Group Co Ltd
|
86,477 | $5,469,670 |
All Filings in CFR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,276 | 2,351 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $312,405 | 2,279 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $260,351 | 2,056 | Shares | Sole | 2026-01-23 | |
| 2023-06-30 | $313,342 | 2,914 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||