Position in CFR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,256,865
-$312,700 QoQ
Shares Held
8,134
-29.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#229
of 569 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026First National Advisers, LLC holds $8,421,602 across 9 Banks - Regional names. CFR ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
13,215 | $2,185,628 | |
| 2 | SSB |
SouthState Bank Corp
|
16,298 | $1,628,169 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
8,134 | $1,256,865 | |
| 4 | PB |
Prosperity Bancshares Inc
|
11,206 | $818,374 | |
| 5 | USB |
US Bancorp De
|
12,176 | $735,430 | |
| 6 | TFC |
Truist Financial Corp
|
9,736 | $485,047 | |
| 7 | AUB |
Atlantic Union Bankshares Corp
|
11,134 | $471,079 | |
| 8 | SBCF |
Seacoast Banking Corp Of Florida
|
13,397 | $445,450 |
All Filings in CFR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,256,865 | 8,134 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,569,565 | 11,450 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,103,954 | 24,512 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,548,544 | 27,992 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,441,144 | 26,771 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,308,785 | 26,428 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,820,324 | 21,008 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,753,433 | 24,615 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,343,079 | 23,055 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,938,905 | 17,224 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,454,742 | 13,409 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $725,849 | 7,958 | Shares | Sole | 2023-11-09 | |
| 2022-09-30 | $155,755 | 1,178 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||