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Old Port Advisors: CFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Old Port Advisors on CFG, newest first. How the timeline and the estimate are built.

Old Port Advisors held 44,672 CFG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,672 shares
    Change vs previous 13F +75 shares

    0.62% of the 13F portfolio, value $3,130,167.

    13F-HR 0001744348-26-000003 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 44,597 shares
    Change vs previous 13F +1,668 shares

    0.62% of the 13F portfolio, value $2,674,482.

    13F-HR 0001744348-26-000002 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,929 shares
    Change vs previous 13F +864 shares

    0.62% of the 13F portfolio, value $2,507,483.

    13F-HR 0001744348-26-000001 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,065 shares
    Change vs previous 13F +2,773 shares

    0.56% of the 13F portfolio, value $2,236,175.

    13F-HR 0001744348-25-000006 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 39,292 shares
    Change vs previous 13F +6,525 shares

    0.48% of the 13F portfolio, value $1,758,317.

    13F-HR 0001744348-25-000004 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,767 shares
    Change vs previous 13F +296 shares

    0.4% of the 13F portfolio, value $1,342,464.

    13F-HR 0001744348-25-000003 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,471 shares
    Change vs previous 13F +105 shares

    0.41% of the 13F portfolio, value $1,420,931.

    13F-HR 0001744348-25-000001 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,366 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,329,272.

    13F-HR 0001744348-24-000004 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).