Position in CFR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$199,021
-$14,839 QoQ
Shares Held
1,288
-23.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#417
of 566 holders
Holding Since
Jun 2023
4 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, 2026Wedmont Private Capital holds $18,097,819 across 25 Banks - Regional names. CFR ranks #24 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
27,718 | $1,674,167 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,213 | $1,529,764 | |
| 3 | FITB |
Fifth Third Bancorp
|
26,825 | $1,512,125 | |
| 4 | FHN |
First Horizon Corp
|
46,221 | $1,185,106 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
16,384 | $1,148,026 | |
| 6 | MTB |
M&T Bank Corp
|
4,405 | $1,048,434 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
14,827 | $1,025,880 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
8,957 | $903,582 |
All Filings in CFR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,021 | 1,288 | Shares | Sole | 2026-07-13 | |
| 2025-09-30 | $213,860 | 1,687 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $204,121 | 1,588 | Shares | Sole | 2025-07-10 | |
| 2023-06-30 | $279,255 | 2,597 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||