OneDigital Investment Advisors LLC
Position in CFR — Cullen/Frost Bankers, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in CFR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$409,787
+$47,348 QoQ
Shares Held
2,652
+0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#329
of 566 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $24,032,590 across 36 Banks - Regional names. CFR ranks #18 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
122,054 | $6,080,730 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,269 | $1,543,553 | |
| 3 | FITB |
Fifth Third Bancorp
|
23,371 | $1,317,423 | |
| 4 | USB |
US Bancorp \De\
|
18,974 | $1,146,029 | |
| 5 | FHB |
First Hawaiian, Inc.
|
33,441 | $979,821 | |
| 6 | IBN |
Icici Bank Ltd
|
30,116 | $874,267 | |
| 7 | NU |
Nu Holdings Ltd.
|
57,547 | $768,827 | |
| 8 | WTFC |
Wintrust Financial Corp
|
4,643 | $746,222 |
All Filings in CFR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,787 | 2,652 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $362,439 | 2,644 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $398,124 | 3,144 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $443,441 | 3,498 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $331,247 | 2,577 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $322,515 | 2,576 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $450,140 | 3,353 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||