This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CFR/capital-change-brief"
Use Arkolith's capital_change_brief for CFR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $970.5M | 7.1M | ▲+0.5% Added · +35K sh | Q1 2026 | |
| 2 | Aristotle Capital Management, LLC | $653.2M | 4.8M | ▼−4.9% Reduced · −245K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $442.1M | 3.2M | ▲New +3.2M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $424.9M | 3.1M | ▼−7.5% Reduced · −252K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $371.5M | 2.7M | ▲New +2.7M sh | Q1 2026 | |
| 6 | First Eagle Investment Management, LLC | $310.6M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $209.8M | 1.5M | ▲+18% Added · +237K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $182.4M | 1.3M | ▲+8.7% Added · +106K sh | Q1 2026 | |
| 9 | KING LUTHER CAPITAL MANAGEMENT CORP | $181.8M | 1.3M | ▼−0.5% Reduced · −6K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $166.0M | 1.2M | ▲+12% Added · +127K sh | Q1 2026 | |
| 11 | Boston Trust Walden Corp | $132.7M | 968K | ▼−7.3% Reduced · −76K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $129.7M | 946K | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 13 | Champlain Investment Partners, LLC | $117.2M | 855K | ▼−27% Reduced · −313K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $116.8M | 852K | ▲+33% Added · +210K sh | Q1 2026 | |
| 15 | FIRST TRUST ADVISORS LP | $108.3M | 790K | ▲+6.2% Added · +46K sh | Q1 2026 | |
| 16 | WESTWOOD HOLDINGS GROUP INC | $102.0M | 744K | ▼−4.5% Reduced · −35K sh | Q1 2026 | |
| 17 | NORGES BANK | $92.9M | 734K | ▲+4.2% Added · +30K sh | Q4 2025 | |
| 18 | GOLDMAN SACHS GROUP INC | $96.2M | 702K | ▼−4.6% Reduced · −34K sh | Q1 2026 | |
| 19 | PRINCIPAL FINANCIAL GROUP INC | $90.8M | 662K | ▼−3.8% Reduced · −26K sh | Q1 2026 | |
| 20 | TWO SIGMA INVESTMENTS, LP | $90.5M | 660K | ▲+104% Added · +337K sh | Q1 2026 | |
| 21 | JANUS HENDERSON GROUP PLC | $88.7M | 647K | ▼−33% Reduced · −318K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $83.1M | 614K | ▼−7.2% Reduced · −48K sh | Q1 2026 | |
| 23 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $83.9M | 612K | ▲New +612K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $75.8M | 553K | ▲+5.0% Added · +27K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $74.5M | 543K | ▲+0.7% Added · +4K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 12, 2026 | Severyn Carol Jean | GEVP and Chief Risk Officer | Sell (S) | 837 | $124K |
| Apr 29, 2026 | MATTHEWS CHARLES W | Director | Grant (A) | 630 | $0 |
| Apr 29, 2026 | Shields Marsha McCombs | Director | Grant (A) | 630 | $0 |
| Apr 29, 2026 | EDWARDS CRAWFORD H | Director | Grant (A) | 630 | $0 |
| Apr 29, 2026 | HAEMISEGGER DAVID J | Director | Grant (A) | 630 | $0 |
| Apr 29, 2026 | Comparin Cynthia Jane | Director | Grant (A) | 630 | $0 |
| Apr 29, 2026 | Dawson Samuel G. | Director | Grant (A) | 630 | $0 |
| Apr 29, 2026 | Rutherford Linda B. | Director | Grant (A) | 630 | $0 |
| Apr 29, 2026 | Pierce Joseph A. | Director | Grant (A) | 630 | $0 |
| Apr 29, 2026 | John Howard Willome | Director | Grant (A) | 630 | $0 |
| Apr 29, 2026 | Engates John T | Director | Grant (A) | 630 | $0 |
| Apr 29, 2026 | Rummel Jeffrey M. | Director | Grant (A) | 630 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 190 funds | $67.4B |
| META PLATFORMS INC-CLASS AMETA | 187 funds | $28.9B |
| JPMORGAN CHASE & COJPM | 187 funds | $22.5B |
| ALPHABET INC-CL AGOOGL | 186 funds | $42.4B |
| APPLE INCAAPL | 185 funds | $77.7B |
| AMAZON.COM INCAMZN | 185 funds | $48.1B |
| ELI LILLY & COLLY | 185 funds | $16.9B |
| NVIDIA CORPNVDA | 184 funds | $89.1B |
| COSTCO WHOLESALE CORPCOST | 183 funds | $11.8B |
| ALPHABET INC-CL CGOOG | 182 funds | $33.3B |
| BROADCOM INCAVGO | 182 funds | $32.6B |
| VISA INC-CLASS A SHARESV | 182 funds | $13.5B |
Ranked by how many of CFR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CFR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.