Position in CFR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,790
+$404 QoQ
Shares Held
31
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#503
of 566 holders
Holding Since
Dec 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, 2026Bruce G. Allen Investments, LLC holds $1,455,517 across 54 Banks - Regional names. CFR ranks #23 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
3,755 | $226,802 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
844 | $207,809 | |
| 3 | TFC |
Truist Financial Corp
|
2,997 | $149,310 | |
| 4 | NWG |
NatWest Group plc
|
7,240 | $127,641 | |
| 5 | LYG |
Lloyds Banking Group plc
|
19,264 | $112,309 | |
| 6 | BPOP |
Popular, Inc.
|
452 | $74,209 | |
| 7 | RF |
Regions Financial Corp
|
2,310 | $69,762 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
595 | $60,023 |
All Filings in CFR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,790 | 31 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,386 | 32 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,052 | 32 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,056 | 32 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,113 | 32 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,006 | 32 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,296 | 32 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $3,579 | 32 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,252 | 32 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,602 | 32 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,471 | 32 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||