Position in CFR
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$2,935
+$331 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#513
of 564 holders
Holding Since
Mar 2026
2 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, 2026JDM Financial Group LLC holds $53,982 across 6 Banks - Regional names. CFR ranks #5 (5.4% of the industry book) .
All Filings in CFR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,935 | 19 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,604 | 19 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||