Chicago Partners Investment Group LLC
Position in CFR — Cullen/Frost Bankers, Inc.
CIK 1563525
CHICAGO, IL
Position in CFR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$274,118
+$71,377 QoQ
Shares Held
1,774
+19.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#382
of 566 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $27,571,147 across 35 Banks - Regional names. CFR ranks #31 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
12,085 | $2,975,568 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
27,861 | $1,952,220 | |
| 3 | USB |
US Bancorp \De\
|
25,829 | $1,560,071 | |
| 4 | WAL |
Western Alliance Bancorporation
|
18,558 | $1,525,467 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
|
19,700 | $1,363,043 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
20,865 | $1,204,953 | |
| 7 | FRME |
First Merchants Corp
|
26,101 | $1,140,352 | |
| 8 | TMP |
Tompkins Financial Corp
|
11,964 | $1,130,837 |
All Filings in CFR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,118 | 1,774 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $202,741 | 1,479 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||