BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in CFR — Cullen/Frost Bankers, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in CFR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,626
New position
Shares Held
17
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#519
of 566 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $6,136,916 across 18 Banks - Regional names. CFR ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFS |
Provident Financial Services Inc
|
130,643 | $3,088,400 | |
| 2 | MTB |
M&T Bank Corp
|
5,287 | $1,258,358 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
12,895 | $892,205 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
13,338 | $236,482 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
3,060 | $214,414 | |
| 6 | UCB |
United Community Banks Inc
|
3,334 | $116,990 | |
| 7 | TFC |
Truist Financial Corp
|
1,470 | $73,235 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
215 | $52,937 |
All Filings in CFR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,626 | 17 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||