Position in CFR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$7,317,056
+$1,496,762 QoQ
Shares Held
53,378
+16.1% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Vest Financial, LLC holds $293,540,954 across 31 Banks - Regional names. CFR ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
286,034 | $59,520,814 | |
| 2 | EWBC |
East West Bancorp Inc
|
471,810 | $50,370,435 | |
| 3 | RF |
Regions Financial Corp
|
1,251,702 | $32,694,456 | |
| 4 | USB |
US Bancorp De
|
601,340 | $31,275,693 | |
| 5 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
53,378 | $7,317,056 | |
| 6 | WTFC |
Wintrust Financial Corp
|
51,745 | $7,189,450 | |
| 7 | FBP |
First Bancorp /Pr/
|
333,052 | $7,113,990 | |
| 8 | UMBF |
Umb Financial Corp
|
61,254 | $6,908,838 |
All Filings in CFR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,317,056 | 53,378 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $5,820,294 | 45,963 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $5,010,077 | 39,521 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $4,264,571 | 33,177 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $3,392,043 | 27,093 | Shares | Defined | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||