Steward Partners Investment Advisory, LLC
Position in CFR — Cullen/Frost Bankers, Inc.
CIK 1723397
STAMFORD, CT
Position in CFR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$79,577
-$9,936 QoQ
Shares Held
515
-21.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#436
of 566 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $75,763,532 across 130 Banks - Regional names. CFR ranks #67 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
132,130 | $6,582,716 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,102 | $6,454,610 | |
| 3 | HWC |
Hancock Whitney Corp
|
78,807 | $5,888,459 | |
| 4 | RF |
Regions Financial Corp
|
154,417 | $4,663,393 | |
| 5 | FITB |
Fifth Third Bancorp
|
80,356 | $4,529,667 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
18,291 | $4,503,610 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
52,507 | $3,679,165 | |
| 8 | USB |
US Bancorp \De\
|
56,496 | $3,412,358 |
All Filings in CFR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,577 | 515 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $89,513 | 653 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $80,536 | 636 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $79,104 | 624 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $81,108 | 631 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $81,505 | 651 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $153,447 | 1,143 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $125,506 | 1,122 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $215,658 | 2,122 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $273,094 | 2,426 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $432,441 | 3,986 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $89,933 | 986 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $114,089 | 1,061 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $49,404 | 469 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $48,934 | 366 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $38,211 | 289 | Shares | Sole | 2022-11-10 | |
| 2022-03-31 | $4,705 | 34 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,286 | 34 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,914 | 33 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,696 | 33 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||