BEACON FINANCIAL GROUP

Position in CFR — Cullen/Frost Bankers, Inc.

CIK 1591379 DALLAS, TX

Position in CFR

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$299,614

-$865 QoQ

Shares Held

1,939

-11.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#366

of 566 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $1,756,951 across 5 Banks - Regional names. CFR ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	10,335	$582,583
2	PNC	Pnc Financial Services Group, Inc.	1,455	$358,250
3	CFR	Cullen/Frost Bankers, Inc. This page	1,939	$299,614
4	USB	US Bancorp \De\	4,335	$261,834
5	MTB	M&T Bank Corp	1,070	$254,670

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$299,614	1,939	-11.5%	Shares	Sole	2026-07-16
2026-03-31	$300,479	2,192	-24.9%	Shares	Sole	2026-04-30
2025-12-31	$369,506	2,918	-0.2%	Shares	Sole	2026-04-01
2025-09-30	$370,675	2,924	-0.3%	Shares	Sole	2025-10-08
2025-06-30	$377,136	2,934	-1.3%	Shares	Sole	2025-07-09
2025-03-31	$372,219	2,973	-22.6%	Shares	Sole	2025-04-10
2024-12-31	$515,922	3,843	-9.0%	Shares	Sole	2025-01-29
2024-09-30	$429,206	3,837	—	Principal	Sole	2024-11-12
2024-06-30	$429,183	4,223	+0.7%	Shares	Sole	2024-08-06
2024-03-31	$472,118	4,194	-8.4%	Shares	Sole	2024-05-07
2023-12-31	$496,992	4,581	+14.7%	Shares	Sole	2024-02-23
2023-09-30	$364,201	3,993	-7.0%	Shares	Sole	2023-10-16
2023-06-30	$461,518	4,292	-14.2%	Shares	Sole	2023-07-20
2023-03-31	$526,805	5,001	-35.1%	Shares	Sole	2023-04-14
2022-12-31	$1,030,559	7,708	+1.4%	Shares	Sole	2023-01-19
2022-09-30	$1,005,268	7,603	0.0%	Shares	Sole	2022-10-13
2022-06-30	$885,369	7,603	+0.5%	Shares	Sole	2022-07-19
2022-03-31	$1,047,071	7,565	+2.5%	Shares	Sole	2022-04-08
2021-12-31	$930,270	7,379	+1.0%	Shares	Sole	2022-01-07
2021-09-30	$866,519	7,305	+3.8%	Shares	Sole	2021-10-13
2021-06-30	$788,032	7,036	-1.6%	Shares	Sole	2021-07-26
2021-03-31	$777,851	7,152	0.0%	Shares	Sole	2021-08-16
2020-12-31	$623,868	7,152	-7.9%	Shares	Sole	2021-01-15
2020-09-30	$496,635	7,766	-0.8%	Shares	Sole	2020-10-13
2020-06-30	$584,829	7,828	+0.7%	Shares	Sole	2020-08-05
2020-03-31	$433,711	7,774	—	Shares	Sole	2020-06-29
No filing history on record for this holder in this stock.