Position in CFR
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$269,088
+$20,514 QoQ
Shares Held
1,963
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Elk River Wealth Management LLC holds $7,862,343 across 4 Banks - Regional names. CFR ranks #4 (3.4% of the industry book) .
All Filings in CFR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $269,088 | 1,963 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $248,574 | 1,963 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $248,849 | 1,963 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $252,324 | 1,963 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $245,767 | 1,963 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $263,532 | 1,963 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $223,720 | 2,000 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $203,260 | 2,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $225,140 | 2,000 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $216,980 | 2,000 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||