Position in CFR
as of Mar 31, 2026
· filed Apr 1, 2026
Position Value
$7,071,683
+$280,770 QoQ
Shares Held
51,588
-3.8% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026ROWLANDMILLER & PARTNERS.ADV holds $15,799,393 across 4 Banks - Regional names. CFR ranks #2 (44.8% of the industry book) .
All Filings in CFR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,071,683 | 51,588 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $6,790,913 | 53,628 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,808,056 | 53,704 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $6,777,014 | 52,723 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $6,519,664 | 52,074 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $7,060,073 | 52,589 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,886,856 | 52,627 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,317,281 | 52,320 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $6,305,495 | 56,014 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $6,063,831 | 55,893 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $5,123,448 | 56,172 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $6,071,896 | 56,467 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,071,692 | 57,639 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,662,213 | 57,309 | Shares | Sole | 2023-01-04 | |
| 2022-09-30 | $7,586,783 | 57,380 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $6,673,283 | 57,306 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,846,601 | 56,691 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $7,292,267 | 57,843 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,525,286 | 55,010 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $6,605,424 | 58,977 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $6,480,247 | 59,583 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $5,294,599 | 60,697 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,402,843 | 53,211 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,109,797 | 55,010 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,968,641 | 53,211 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||