Position in CFR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$538,965
+$181,735 QoQ
Shares Held
3,488
+33.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#306
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, 2026Advisor Resource Council holds $2,640,775 across 4 Banks - Regional names. CFR ranks #3 (20.4% of the industry book) .
All Filings in CFR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,965 | 3,488 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $357,230 | 2,606 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $313,282 | 2,474 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||