Position in CFR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$10,418
+$921 QoQ
Shares Held
76
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026LGT Financial Advisors LLC holds $153,150 across 3 Banks - Regional names.
All Filings in CFR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,418 | 76 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,497 | 75 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,507 | 75 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $9,511 | 74 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $9,264 | 74 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $9,934 | 74 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,277 | 74 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $7,520 | 74 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $8,330 | 74 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $8,028 | 74 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,749 | 74 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||