Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
Position in CFR — Cullen/Frost Bankers, Inc.
CIK 1599852
FORT WORTH, TX
Position in CFR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$215,400
-$74,093 QoQ
Shares Held
1,394
-46.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#409
of 566 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. holds $836,576 across 2 Banks - Regional names. CFR ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFNC |
Simmons First National Corp
|
27,425 | $621,176 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
1,394 | $215,400 |
All Filings in CFR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,400 | 1,394 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | $289,493 | 2,588 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $263,018 | 2,588 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $291,331 | 2,588 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $280,772 | 2,588 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $236,051 | 2,588 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $278,287 | 2,588 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $272,619 | 2,588 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $346,015 | 2,588 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $342,185 | 2,588 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $301,372 | 2,588 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $358,205 | 2,588 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $326,269 | 2,588 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $306,988 | 2,588 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $289,856 | 2,588 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $297,784 | 2,738 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $256,281 | 2,938 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $219,497 | 2,938 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||