Position in CFR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,097,246
+$122,608 QoQ
Shares Held
7,101
-0.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#241
of 566 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 202617 CAPITAL PARTNERS, LLC holds $4,249,997 across 3 Banks - Regional names. CFR ranks #3 (25.8% of the industry book) .
All Filings in CFR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,097,246 | 7,101 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $974,638 | 7,110 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $900,339 | 7,110 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $901,334 | 7,110 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $913,919 | 7,110 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,004,479 | 8,023 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,077,087 | 8,023 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $897,452 | 8,023 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $815,377 | 8,023 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $960,222 | 8,530 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $925,419 | 8,530 | Shares | Sole | 2024-01-11 | |
| 2022-09-30 | $1,133,918 | 8,576 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $932,298 | 8,006 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $1,108,110 | 8,006 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,009,316 | 8,006 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,047,177 | 8,828 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $969,136 | 8,653 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||