Position in CFR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,290,857
+$111,149 QoQ
Shares Held
8,354
-2.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
of 566 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $1,952,805,974 across 105 Banks - Regional names. CFR ranks #38 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
4,513,535 | $272,617,510 | |
| 2 | TFC |
Truist Financial Corp
|
4,442,893 | $221,344,923 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
819,060 | $201,668,950 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,818,045 | $183,404,378 | |
| 5 | WAL |
Western Alliance Bancorporation
|
1,814,642 | $149,163,570 | |
| 6 | FITB |
Fifth Third Bancorp
|
1,609,084 | $90,704,062 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
4,685,482 | $83,073,592 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,133,549 | $79,427,774 |
All Filings in CFR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,290,857 | 8,354 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,179,708 | 8,606 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,470,551 | 11,613 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $2,041,755 | 16,106 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,142,888 | 16,671 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $2,286,150 | 18,260 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,975,648 | 22,165 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $14,946,507 | 133,618 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,205,267 | 21,699 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,361,942 | 20,982 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,026,917 | 18,683 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $1,744,572 | 19,127 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,803,814 | 16,775 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,609,278 | 15,277 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $1,715,771 | 12,833 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $2,296,263 | 17,367 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,402,987 | 12,048 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,724,587 | 12,460 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,945,006 | 15,428 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,814,172 | 15,294 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,694,224 | 15,127 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,698,503 | 15,617 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,310,106 | 15,019 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $890,182 | 13,920 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,065,885 | 14,267 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $688,837 | 12,347 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||