CREATIVE FINANCIAL DESIGNS INC /ADV
Position in CFR — Cullen/Frost Bankers, Inc.
CIK 819864
KOKOMO, IN
Position in CFR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,854
+$210 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#531
of 566 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $6,828,808 across 41 Banks - Regional names. CFR ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
39,006 | $1,943,278 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
99,253 | $1,759,755 | |
| 3 | USB |
US Bancorp \De\
|
15,736 | $950,454 | |
| 4 | WSBC |
Wesbanco Inc
|
13,771 | $537,482 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
|
9,121 | $526,737 | |
| 6 | FITB |
Fifth Third Bancorp
|
6,776 | $381,963 | |
| 7 | WTFC |
Wintrust Financial Corp
|
977 | $157,023 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
352 | $86,669 |
All Filings in CFR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,854 | 12 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,644 | 12 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,519 | 12 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,155 | 17 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,185 | 17 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,627 | 13 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,611 | 12 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,342 | 12 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,219 | 12 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,350 | 12 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,301 | 12 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,094 | 12 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,290 | 12 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,264 | 12 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,604 | 12 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,586 | 12 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,397 | 12 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,660 | 12 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,512 | 12 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,423 | 12 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,344 | 12 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,305 | 12 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,046 | 12 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $767 | 12 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $896 | 12 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||