Position in CFR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$927
+$105 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#544
of 566 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $1,183,295 across 56 Banks - Regional names. CFR ranks #39 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
1,007 | $239,676 | |
| 2 | INDB |
Independent Bank Corp
|
1,944 | $162,751 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
444 | $109,321 | |
| 4 | WBS |
Webster Financial Corp
|
1,046 | $79,935 | |
| 5 | NWG |
NatWest Group plc
|
4,443 | $78,330 | |
| 6 | NBBK |
NB Bancorp, Inc.
|
3,459 | $73,088 | |
| 7 | WTFC |
Wintrust Financial Corp
|
356 | $57,216 | |
| 8 | EBC |
Eastern Bankshares, Inc.
|
2,530 | $56,267 |
All Filings in CFR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $927 | 6 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $822 | 6 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $379 | 3 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||