Legacy Financial Advisors, Inc.
Position in CFR — Cullen/Frost Bankers, Inc.
CIK 1730810
COVINGTON, KY
Position in CFR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$214,628
+$3,823 QoQ
Shares Held
1,389
-15.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#410
of 566 holders
Holding Since
Mar 2021
19 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, 2026Legacy Financial Advisors, Inc. holds $16,280,877 across 14 Banks - Regional names. CFR ranks #12 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
16,248 | $4,000,582 | |
| 2 | FITB |
Fifth Third Bancorp
|
61,376 | $3,459,765 | |
| 3 | USB |
US Bancorp \De\
|
36,474 | $2,203,029 | |
| 4 | FFBC |
First Financial Bancorp /Oh/
|
45,933 | $1,553,913 | |
| 5 | TFC |
Truist Financial Corp
|
20,204 | $1,006,563 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
479 | $996,698 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
39,011 | $691,665 | |
| 8 | MTB |
M&T Bank Corp
|
2,866 | $682,136 |
All Filings in CFR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,628 | 1,389 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $210,805 | 1,640 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,046,421 | 8,358 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,150,388 | 8,569 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $995,889 | 8,903 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $911,824 | 8,972 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,044,987 | 9,283 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $959,051 | 8,840 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $443,189 | 4,859 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $525,499 | 4,887 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $474,030 | 4,500 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $575,845 | 4,307 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $544,746 | 4,120 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $455,668 | 3,913 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $512,393 | 3,702 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $477,679 | 3,789 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $421,931 | 3,557 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $384,720 | 3,435 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $315,947 | 2,905 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||