Position in CZWI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,286
+$712 QoQ
Shares Held
55
+89.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 11 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CZWI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $22,358,405 across 257 Banks - Regional names. CZWI ranks #213 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
14,200 | $3,496,324 | |
| 2 | MTB |
M&T Bank Corp
|
8,298 | $1,975,006 | |
| 3 | USB |
US Bancorp \De\
|
30,443 | $1,838,757 | |
| 4 | PGC |
Peapack Gladstone Financial Corp
|
26,547 | $1,256,469 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
25,034 | $1,235,928 | |
| 6 | WSBC |
Wesbanco Inc
|
25,294 | $987,224 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
9,945 | $696,846 | |
| 8 | NU |
Nu Holdings Ltd.
|
42,950 | $573,812 |
All Filings in CZWI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,286 | 55 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $574 | 29 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $516 | 29 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $112 | 7 | Shares | Sole | 2026-02-06 | |
| 2022-12-31 | $589 | 49 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $596 | 49 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $677 | 49 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $740 | 49 | Shares | Sole | 2022-09-06 | |
| No filing history on record for this holder in this stock. | ||||||