Position in CFR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,569,565
-$1,534,389 QoQ
Shares Held
11,450
-53.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026First National Advisers, LLC holds $7,137,636 across 8 Banks - Regional names. CFR ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
10,912 | $1,621,741 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
11,450 | $1,569,565 | |
| 3 | USB |
US Bancorp De
|
23,320 | $1,212,873 | |
| 4 | SSB |
SouthState Bank Corp
|
10,688 | $988,853 | |
| 5 | PB |
Prosperity Bancshares Inc
|
9,743 | $654,534 | |
| 6 | AUB |
Atlantic Union Bankshares Corp
|
12,975 | $463,726 | |
| 7 | SBCF |
Seacoast Banking Corp Of Florida
|
10,535 | $319,105 | |
| 8 | UMBF |
Umb Financial Corp
|
2,724 | $307,239 |
All Filings in CFR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||