Position in CFR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$937,936
+$105,861 QoQ
Shares Held
6,070
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#255
of 566 holders
Holding Since
Dec 2021
19 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, 2026MMBG INVESTMENT ADVISORS CO. holds $1,590,124 across 3 Banks - Regional names. CFR ranks #1 (59.0% of the industry book) .
All Filings in CFR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $937,936 | 6,070 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $832,075 | 6,070 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $768,644 | 6,070 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $769,493 | 6,070 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $780,237 | 6,070 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $759,964 | 6,070 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $814,897 | 6,070 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $678,990 | 6,070 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $616,894 | 6,070 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $683,299 | 6,070 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $658,534 | 6,070 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $553,644 | 6,070 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $652,707 | 6,070 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $639,413 | 6,070 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $534,800 | 4,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $528,880 | 4,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $465,800 | 4,000 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $553,640 | 4,000 | Shares | Sole | 2022-08-02 | |
| 2021-12-31 | $504,280 | 4,000 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||