Position in CFR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,854
+$210 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#530
of 566 holders
Holding Since
Mar 2023
13 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, 2026Bell Investment Advisors, Inc holds $905,028 across 82 Banks - Regional names. CFR ranks #56 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
610 | $150,194 | |
| 2 | IBN |
Icici Bank Ltd
|
2,459 | $71,384 | |
| 3 | KB |
KB Financial Group Inc.
|
595 | $62,451 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
886 | $56,039 | |
| 5 | WF |
Woori Financial Group Inc.
|
793 | $45,518 | |
| 6 | HDB |
Hdfc Bank Ltd
|
1,587 | $40,992 | |
| 7 | USB |
US Bancorp \De\
|
675 | $40,770 | |
| 8 | RF |
Regions Financial Corp
|
1,239 | $37,417 |
All Filings in CFR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,854 | 12 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,644 | 12 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,519 | 12 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $1,521 | 12 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $1,542 | 12 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,502 | 12 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,611 | 12 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,342 | 12 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,219 | 12 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,350 | 12 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,301 | 12 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,075 | 10 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $948 | 9 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||