Position in CFR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,402,114
+$158,388 QoQ
Shares Held
9,074
+0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#211
of 566 holders
Holding Since
Dec 2020
23 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, 20261900 WEALTH MANAGEMENT LLC holds $6,606,372 across 5 Banks - Regional names. CFR ranks #2 (21.2% of the industry book) .
All Filings in CFR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,402,114 | 9,074 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,243,726 | 9,073 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,230,337 | 9,716 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,127,745 | 8,896 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,153,646 | 8,975 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,122,918 | 8,969 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,232,952 | 9,184 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,035,040 | 9,253 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $940,179 | 9,251 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,043,861 | 9,273 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,029,787 | 9,492 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $866,768 | 9,503 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,020,674 | 9,492 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,032,015 | 9,797 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,309,858 | 9,797 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,295,359 | 9,797 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,129,215 | 9,697 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,342,161 | 9,697 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,218,088 | 9,662 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $827,018 | 6,972 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $780,864 | 6,972 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $813,198 | 7,477 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $200,629 | 2,300 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||