Position in CFR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$61,344
+$6,924 QoQ
Shares Held
397
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#441
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, 2026Lummis Asset Management, LP holds $922,545 across 4 Banks - Regional names. CFR ranks #2 (6.6% of the industry book) .
All Filings in CFR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,344 | 397 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $54,420 | 397 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $50,272 | 397 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $50,327 | 397 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $51,030 | 397 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $49,704 | 397 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $53,297 | 397 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $44,408 | 397 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $40,347 | 397 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $44,690 | 397 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $43,070 | 397 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||